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 advisor with Cetera Investment Advisers LLC. David has been in the industry since 1997 and holds a Series 6 and Series 63 license. David has a strong track record of success in helping clients achieve their financial goals. David is committed to providing personalized financial advice and guidance to his clients. He is also an active member of his community. David is committed to helping clients of all ages and income levels 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.
1
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 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Wolfe is the right advisor for you? Invested Better is here to help.
