Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Elster is a financial advisor with LPL Financial LLC. David has been in the financial services industry since 2011. David has a CFP designation and has passed Series 7, 31, 24 and 66 exams. David has worked for several firms, including Wells Fargo Clearing Services, LLC, CUSO Financial Services, LP, and Waddell & Reed. David is registered with the state of California. David's specializations include 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.
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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CA
02/15/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
06/11/2020 - 02/18/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
01/18/2017 - 04/15/2020
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
01/18/2017 - 04/14/2020
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
09/11/2015 - 01/24/2017
WADDELL & REED (SAN DIEGO CA)
KY
05/31/2013 - 09/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
PA
08/05/2011 - 06/26/2013
MORGAN STANLEY (PITTSBURGH PA)
BOTH
Issued 09/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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