Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carl Bobrowsky is a financial advisor in Alamo, CA. David has been working in the financial services industry since 2001. David is registered with Cambridge Investment Research Advisors, Inc. Prior to joining Cambridge, David worked at LPL Financial LLC, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. David has a Series 7, Series 66 and SIE license. David is also a Certified Financial Planner and Chartered Financial Consultant. David's areas of expertise include financial planning, portfolio management, and retirement planning.
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
CA
06/09/2014 - Present
Cambridge Investment Research Advisors, Inc. (Alamo CA)
CA
01/20/2009 - 06/19/2014
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
09/24/2002 - 01/22/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
09/24/2002 - 04/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
10/17/2000 - 07/03/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/17/2000 - 07/03/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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