Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwin Bornberg is a financial professional with over 35 years of experience in the financial services industry. David has a comprehensive understanding of investment strategies and is dedicated to helping clients achieve their financial goals. David is currently registered with Cetera Investment Advisers LLC, a firm committed to providing personalized investment advice and wealth management services. David is a Chartered Financial Consultant and has extensive experience working with individual investors, business owners, and retirement plans.
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.
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2
FL
02/13/2024 - Present
Cetera Investment Advisers LLC (COCOA FL)
FL
03/11/1996 - 07/19/2007
LEGACY FINANCIAL SERVICES, INC. (MELBOURNE FL)
MA
04/26/1988 - 03/26/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/26/1988 - 03/26/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 01/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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