Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bilger has been in the financial services industry since January 1998. David is currently registered with Cetera Investment Advisers LLC. Previously, David was registered with Avantax Investment Services, Inc. David holds multiple licenses, including the Series 6, Series 7, and Series 63 exams, and has completed the SIE exam. David provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. David is also the owner of Bilger & Co., CPAs LLC Financial Services and Bilger & Co., CPAs LLC.
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.
1
2
PA
05/24/2021 - Present
Cetera Investment Advisers LLC (QUAKERTOWN PA)
PA
01/21/1998 - 05/28/2021
AVANTAX INVESTMENT SERVICES, INC. (QUAKERTOWN PA)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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