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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 Carl Neilsen is a financial advisor in Oroville, CA. David Neilsen is registered with Cetera Investment Advisers LLC and has been in the industry since 2008. David has also worked for Edward Jones, Raymond James Financial Services, Inc., Summit Financial Group, Inc., and Cetera Advisor Networks LLC. David has a wide range of experience in the financial industry and can help you with financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (OROVILLE CA)
CA
01/10/2011 - 07/31/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (OROVILLE CA)
CA
06/27/2008 - 01/13/2011
EDWARD JONES (OROVILLE CA)
BOTH
Issued 08/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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