Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian Mahlan is a financial advisor with Cetera Investment Advisers LLC, a firm that has over 16,000 clients and $104 billion in assets under management. Cetera Investment Advisers LLC offers a range of financial services including financial planning, pension consulting, educational seminars, and portfolio management. David Brian Mahlan is registered as a Registered Representative in Indiana and as a Registered Investment Advisor in Texas. David Brian Mahlan has been in the financial industry since 2004.
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.
1
2
IN
04/15/2019 - Present
Cetera Investment Advisers LLC (FORT WAYNE IN)
IN
11/13/2009 - 03/01/2010
PNC INVESTMENTS (WOODBURN IN)
IN
12/05/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (NEW HAVEN IN)
IN
09/02/2004 - 10/25/2006
AXA ADVISORS, LLC (FORT WAYNE IN)
BOTH
Issued 01/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Mahlan is the right advisor for you? Invested Better is here to help.
