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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bondura is a financial advisor at Cetera Investment Advisers LLC. He has been working in the financial services industry since January 18, 2004. David specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. He is registered to offer investment advisory services in Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Minnesota, Nebraska, Utah, Vermont and Washington. David holds a Series 6, 7, 63, 65 and SIE licenses. He is also a registered representative with Cetera Advisor Networks LLC. David's office is located at 4811 SE 14TH STREET in Des Moines, IA.
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.
A percentage of the total value of assets under management is charged.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (DES MOINES IA)
IA
05/15/2017 - 12/31/2020
BANCWEST INVESTMENT SERVICES, INC. (WEST DES MOINES IA)
IA
08/02/2016 - 01/27/2017
FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
10/28/2014 - 03/17/2016
DIRECTED SERVICES LLC (DES MOINES IA)
IA
11/19/2009 - 06/24/2014
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
10/24/2003 - 06/24/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IL
08/25/2000 - 10/10/2002
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 9/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 3/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2013
Series 7 - General Securities Representative Examination
BC
Issued 8/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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