Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carter is a financial advisor with Cambridge Investment Research, Inc. located in Concord, NH. David has been in the industry since 2014 and holds a Series 7TO, Series 63, and Series 6 licenses. David is registered with the state of New Hampshire.
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.
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.
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NH
02/27/2024 - Present
Cambridge Investment Research, Inc. (Concord NH)
NH
11/17/2014 - 10/03/2017
ADP BROKER-DEALER, INC. (SALEM NH)
BC
Issued 04/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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