Unclaimed
David Dokter is a financial advisor with P.j. Robb Variable, LLC. David has been in the industry for over 6 years. David is licensed in Alabama, Louisiana, North Carolina and South Carolina. David has Series 6, SIE and Series 63 licenses.
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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2
NC
11/16/2021 - Present
P.j. Robb Variable, LLC (Charlotte NC)
AL
02/12/2021 - 11/02/2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
TN
08/30/2016 - 02/04/2021
AIG CAPITAL SERVICES, INC. (BRENTWOOD TN)
BC
Issued 10/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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