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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 Dean Shestak is a financial advisor at Cetera Investment Advisers LLC. David has been a registered representative since January 2015 and an investment advisor representative since August 2023. David holds FINRA Series 7 and 66 licenses. He specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. David has worked in the financial services industry for over 9 years. He has experience with Securian Financial Services, Inc., CRI Securities, LLC and Fortune Financial LLC. David's clients include individuals, families, high-net-worth individuals, small business owners, charitable organizations and pension and profit sharing plans.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
05/05/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
05/05/2016 - 10/25/2021
CRI SECURITIES, LLC (MINNETONKA MN)
NE
01/27/2015 - 09/18/2015
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 2/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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