Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Semelsberger is a financial advisor at LPL Financial LLC. David has been in the industry for 19 years. David holds the Series 6, 7, 9, 10, 24, 63 and 66 securities licenses. David is registered with the state of California, North Carolina and South Carolina. David also has a Series 99TO and SIE.
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.
1
2
SC
07/21/2021 - Present
LPL Financial LLC (FORT MILL SC)
CA
04/21/2009 - 05/16/2011
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
03/03/2005 - 03/26/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
IL
03/11/2004 - 01/03/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 01/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/16/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Semelsberger is the right advisor for you? Invested Better is here to help.
