Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dotson is a registered investment advisor representative with Planmember Securities Corp. David has been in the securities industry since March 26, 1992. David has been registered with Planmember Securities Corp. since August 24, 2020. David was previously registered with Cetera Advisors LLC, Pacific West Securities, Inc., Great American Advisors, Inc., PMG Securities Corporation, Investors Brokerage Services, Inc., Interpacific Investors Services, Inc., Royal Alliance Associates, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. David is registered with the following states: California, Montana, Ohio and Washington. David holds the following licenses: Series 7, Series 63 and Series 65. David also provides insurance (life, annuity, Medicare Advantage & supplemental health) sales & svcs. David is a Managing Member of Symbiol LLC which converts wood waste to biofuel. David is a Referral Agent for CPA firms business clients who are looking for information on the PPP and Employee Retention Tax credits. David has been a financial advisor since 1991. David has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. David is committed to providing personalized service and helping clients achieve their financial goals.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
08/24/2020 - Present
Planmember Securities Corp. (Seattle WA)
WA
02/28/2012 - 12/05/2019
CETERA ADVISORS LLC (SEATTLE WA)
WA
08/31/2007 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (RENTON WA)
WA
02/15/2005 - 08/31/2007
GREAT AMERICAN ADVISORS, INC. (RENTON WA)
IL
08/01/2000 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
IL
02/14/1997 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
WA
08/01/1996 - 01/20/1997
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
AZ
03/17/1995 - 08/09/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
12/06/1991 - 03/20/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/06/1991 - 03/20/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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