Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scheetz is an investment advisor representative at Cambridge Investment Research Advisors, Inc.. David has been in the financial services industry since 2000. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, Series 65, and SIE licenses. David also has experience working with insurance companies. David is a dedicated advisor committed to helping clients reach their financial goals.
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
VA
02/16/2018 - Present
Cambridge Investment Research Advisors, Inc. (Glen Allen VA)
IN
02/10/2015 - 10/25/2017
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MA
05/29/2012 - 11/10/2014
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NY
06/29/2011 - 05/04/2012
MBSC SECURITIES CORPORATION (NEW YORK NY)
VA
01/31/2011 - 06/17/2011
FINANCIAL TELESIS INC (WILLIAMSBURG VA)
NJ
06/04/2003 - 10/05/2010
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MO
07/03/2002 - 05/21/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
05/19/2000 - 02/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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