Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wurster is a financial advisor who has been in the industry since 2005. He is currently registered with Cetera Investment Advisers LLC and has previously worked with several other firms, including Summit Brokerage Services, Inc., Financial Advisers of America, LLC, Cape Securities Inc., and J.W. Cole Financial, Inc. David is a Certified Financial Planner and is registered to provide investment advice in South Carolina. He specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (MYRTLE BEACH SC)
SC
01/02/2013 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (MYRTLE BEACH SC)
SC
08/20/2010 - 01/02/2013
FINANCIAL ADVISERS OF AMERICA, LLC (MYRTLE BEACH SC)
SC
09/24/2009 - 08/30/2010
CAPE SECURITIES INC. (MYRTLE BEACH SC)
SC
12/08/2005 - 09/25/2009
J.W. COLE FINANCIAL, INC. (MYRTLE BEACH SC)
BOTH
Issued 11/8/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/18/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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