Unclaimed
David Scripsema is a financial advisor with LPL Financial LLC. David has been working in the financial industry since 2009 and has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. David is registered with the state of Michigan and holds the Series 7, Series 63, Series 66, and SIE licenses. David offers a variety of financial planning services, including investment advice, retirement planning, and insurance. He is committed to providing his clients with personalized financial advice to help them achieve their financial goals. Previously, David worked with INVEST FINANCIAL CORPORATION and Centennial Securities Company, Inc. David Scripsema is a dedicated financial advisor who is committed to helping his 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.
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
MI
02/14/2018 - Present
LPL Financial LLC (HUDSONVILLE MI)
MI
09/15/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (BATTLE CREEK MI)
MI
04/04/1994 - 02/21/1996
CENTENNIAL SECURITIES COMPANY, INC. (GRAND RAPIDS MI)
MI
02/24/1992 - 06/04/1992
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
BOTH
Issued 11/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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