Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Graf is an investment advisor representative with Cambridge Investment Research Advisors, Inc. David has been in the financial services industry since 2003 and holds Series 7 and Series 66 securities licenses. David is registered with the state of Michigan as an Investment Advisor Representative (IAR) and holds a registration in Texas as an IAR, as well. David has previously worked for MML INVESTORS SERVICES, LLC. David Graf offers investment advisory services to individuals, businesses and other institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
07/10/2017 - Present
Cambridge Investment Research Advisors, Inc. (Traverse City MI)
MI
06/21/2013 - 05/09/2017
MML INVESTORS SERVICES, LLC (Southfield MI)
MI
07/10/2003 - 06/05/2013
MML INVESTORS SERVICES, LLC (SOUTHFIELD MI)
BOTH
Issued 02/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Graf is the right advisor for you? Invested Better is here to help.
