Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robertson is an Investment Advisor Representative with The Financial Center, LLC and Cambridge Investment Research Advisors, Inc. David has been in the industry since 1989 and holds licenses in several states. David has experience in a variety of financial services and provides financial planning, pension consulting, and educational seminars to clients.
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.
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
MI
02/01/2010 - Present
THE Financial Center, LLC (NOVI MI)
MI
01/01/2004 - 09/02/2008
MULTI-FINANCIAL SECURITIES CORPORATION (BINGHAM FARMS MI)
GA
03/01/2000 - 01/01/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
WI
09/08/1998 - 03/01/2000
SII INVESTMENTS, INC. (APPLETON WI)
AZ
05/07/1997 - 09/04/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MI
09/12/1996 - 10/29/1997
MARTHA R. SEGER & ASSOCIATES, INC. (BIRMINGHAM MI)
AZ
06/16/1995 - 08/23/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
06/23/1993 - 06/16/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
TX
09/22/1989 - 07/07/1993
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Robertson is the right advisor for you? Invested Better is here to help.
