Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lenda is a financial advisor at Cambridge Investment Research Advisors, Inc. based in Farmington Hills, MI. David has been in the financial services industry since 1993 and has worked with a number of firms. David has experience in providing financial advice to individuals, families, and businesses. David holds the Series 7, Series 24 and Series 63 licenses. David is also a Chartered Financial Consultant.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MI
03/07/2024 - Present
Cambridge Investment Research Advisors, Inc. (Farmington Hills MI)
MI
05/01/2013 - 06/24/2016
SOUTHEAST INVESTMENTS, N.C., INC. (Southfield MI)
MI
11/30/2010 - 05/06/2013
PNC INVESTMENTS (TROY MI)
MI
03/04/2008 - 12/01/2010
LPL FINANCIAL CORPORATION (NOVI MI)
MI
05/19/2006 - 03/04/2008
IFMG SECURITIES, INC. (CLINTON MI)
RI
12/01/2005 - 04/07/2006
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
OH
11/12/2004 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
MI
06/22/1999 - 10/04/2004
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
04/07/1993 - 10/25/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/07/1993 - 10/25/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
08/20/1990 - 01/25/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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