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 registered with Cetera Investment Advisers LLC in Pennsylvania. David also has previous experience with AVANTAX INVESTMENT SERVICES, INC. David holds Series 6, 7, 63, and 65 licenses and the SIE. David is a Certified Public Accountant (CPA) and has been working in accounting and tax services since December 1978. David is also the President of Upper Bucks Ski Club.
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 12/3/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Bilger is the right advisor for you? Invested Better is here to help.
