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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Bucholtz is a financial advisor who has been in the industry since April 10, 1995. David Edward Bucholtz is currently registered with Commonwealth Financial Network and has been with them since June 23, 2003. David Edward Bucholtz has a wide range of experience, having previously worked with firms such as LinSCO/Private Ledger Corp., A. G. Edwards & Sons, Inc., Advantage Capital Corporation, and Transamerica Financial Resources, Inc.. David Edward Bucholtz is a Certified Financial Planner and holds several licenses and certifications including the Series 6, Series 7, Series 63, and SIE exams.
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.
1
2
OH
06/23/2003 - Present
Commonwealth Financial Network (WILLOUGHBY HILLS OH)
SC
05/09/2003 - 07/03/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
06/05/2000 - 05/12/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
12/01/1997 - 06/05/2000
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
04/11/1995 - 12/05/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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