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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clarke is a financial advisor who has been in the industry since December 2001. He is registered with Cetera Investment Advisers LLC, and provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and organizations. David is a Certified Financial Planner and holds the Series 6, 7, 63, and 65 licenses as well as the SIE certification. He is also a licensed CPA and provides accounting and tax services through his separate firm, Koberstain Clarke, LTD. David's primary office is located in Murphysboro, Illinois.
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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IL
04/01/2002 - Present
Cetera Investment Advisers LLC (MURPHYSBORO IL)
BC
Issued 12/5/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/3/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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