Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Settelmyer has been a registered financial professional for over 28 years, serving as a financial advisor in the Schaumburg, Illinois area. David has a proven track record of providing investment advice to individuals, families, and businesses. David specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. David has held advisory positions with several firms including Latitude Advisors, LLC, Medallion Investment Services, Inc., Next Financial Group, Inc., MONY Securities Corporation, and PRUCO Securities Corporation. David is also licensed to sell insurance products in Illinois and is affiliated with Settelmyer Financial.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party referral fees
1
2
IL
11/23/2009 - Present
Latitude Advisors, LLC (SCHAUMBURG IL)
IL
02/26/2007 - 12/01/2009
MEDALLION INVESTMENT SERVICES, INC. (ST. CHARLES IL)
IL
10/14/2003 - 02/27/2007
NEXT FINANCIAL GROUP, INC. (ST. CHARLES IL)
TX
10/09/2001 - 10/10/2003
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NY
12/22/2000 - 09/21/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
08/07/1994 - 10/27/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 09/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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