Unclaimed
David Isaiah Strunc is a financial advisor currently registered with Cetera Investment Advisers LLC. David has been working in the financial services industry since May 27, 2004, and is licensed in 21 states. David has passed the Series 66, Series 7, SIE, and Series 6TO exams. David is also the owner of a restaurant, Santinos Pizza N Wings. David provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Cetera Investment Advisers LLC is a large firm with offices in Schaumburg, Illinois.
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.
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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (ORLANDO FL)
FL
11/11/2009 - 07/06/2012
WOODBURY FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
05/27/2004 - 11/11/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
MN
05/27/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 7/2/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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