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 Nieset is a financial advisor with over 30 years of experience in the industry. David is currently registered with LPL Financial LLC, and is located in South Bend, Indiana. David has held previous registrations with Avantax Investment Services, Inc., Chubb Securities Corporation, Pruco Securities Corporation, Andover Securities, Inc., Investment Brokers of America, and First American National Securities, Inc. David is licensed to provide financial advice in Indiana, Alaska, Colorado, Florida, Georgia, Michigan, and Ohio. David offers a variety of financial services to individuals and families, including financial planning, investment management, and insurance.
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.
Consulting and other non-discretionary advisory 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
IN
01/01/2022 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
08/09/1994 - 12/01/2021
AVANTAX INVESTMENT SERVICES, INC. (South Bend IN)
IN
12/08/1993 - 08/05/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NJ
08/01/1990 - 12/31/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MO
05/23/1988 - 12/13/1989
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
NA
05/29/1987 - 12/15/1987
INVESTMENT BROKERS OF AMERICA
NA
02/17/1987 - 06/05/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 02/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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