Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wolfe is a financial professional with over 25 years of experience in the financial services industry. David has worked with Cetera Investment Advisers LLC since 2013, and has been a registered representative with Donahue Securities, Inc. and PFS Investments Inc. David holds the Series 6, SIE, and Series 63 securities licenses, and is currently licensed in 15 states. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses. David is dedicated to helping clients achieve their financial goals.
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
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (NORTH OLMSTED OH)
CA
02/06/2004 - 06/03/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MN
02/06/2003 - 01/29/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
CA
03/14/2001 - 02/14/2003
BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)
OH
05/14/1999 - 03/06/2001
DONAHUE SECURITIES, INC. (CINCINNATI OH)
NA
03/09/1999 - 03/31/1999
DONAHUE SECURITIES, INC.
GA
05/22/1997 - 03/17/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 9/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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