Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Helfrich is a financial advisor with Cetera Investment Advisers LLC, a large firm with offices across the United States. David has been in the financial services industry since 1993 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David holds Series 6, 7, and SIE licenses and offers investment advisory services, financial planning, and portfolio management. David also has experience in insurance sales and is licensed to sell insurance in a number of states.
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
NJ
01/04/2024 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
NJ
06/02/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
CT
05/06/1993 - 06/16/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 6/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/5/2007
Series 7 - General Securities Representative Examination
BC
Issued 5/5/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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