Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Irwin is a financial advisor with Cetera Investment Advisers LLC, based in St. Louis, Missouri. David has over 20 years of experience in the financial services industry. David holds the Series 7, 26, 63, and 65 licenses and is also a Chartered Financial Consultant. Prior to joining Cetera Investment Advisers LLC, David was a financial advisor with The Oak Ridge Financial Services Group, Inc. and BMO Harris Financial Advisors, Inc. David provides financial and investment advice for individuals, businesses, and retirement plans. David specializes in retirement planning, college savings, and estate 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.
A percentage of the total value of assets under management is charged.
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2
MO
06/29/2023 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
02/26/2016 - 08/01/2017
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (Maryland Heights MO)
MO
01/15/2015 - 03/03/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (ST LOUIS MO)
MO
10/08/2010 - 01/14/2015
U.S. BANCORP INVESTMENTS, INC. (OVERLAND MO)
MO
11/13/2009 - 10/12/2010
PNC INVESTMENTS (O'FALLON MO)
MO
07/28/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (WARRENTON MO)
MO
10/03/2000 - 06/28/2006
SWS FINANCIAL SERVICES (BRIDGETON MO)
NY
05/27/1999 - 09/26/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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