Unclaimed
David Semersky is a financial advisor with Cetera Investment Advisers LLC. David has over 25 years of experience in the financial services industry. He is a registered representative and investment advisor representative. David has a wide range of experience in financial planning, investments, and wealth management. He is dedicated to providing personalized financial advice to individuals and families. He is also a registered representative with Cetera Advisors LLC, a separate but affiliated company, since January 2013.
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
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
10/05/2009 - 11/01/2012
AMERIPRISE FINANCIAL SERVICES, INC. (DEERFIELD IL)
IL
05/02/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NORTHBROOK IL)
IL
01/30/2004 - 05/07/2008
MULTI-FINANCIAL SECURITIES CORPORATION (CHICAGO IL)
NJ
11/30/2001 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/15/1999 - 12/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/16/1997 - 10/14/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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