Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Isaiah Strunc is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial services industry since May 2004. David is registered as a Broker-Dealer in 21 states and has been a registered Investment Advisor Representative in Florida and Texas since March 2024. David has worked with clients of all types, from individuals and families to corporations and charitable organizations. David's areas of expertise include 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
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 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Strunc is the right advisor for you? Invested Better is here to help.
