Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bolgar is a registered representative with Cambridge Investment Research Advisors, Inc., specializing in retirement planning, estate planning, and college savings plans. David is a highly experienced and knowledgeable advisor who is dedicated to helping his clients reach their financial goals. He has a strong understanding of the financial markets and is committed to providing his clients with personalized advice that is tailored to their individual needs. David is also a member of the National Association of Insurance and Financial Advisors (NAIFA). He is a strong advocate for his clients and is committed to helping them achieve financial security.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Valley City OH)
BOTH
Issued 07/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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