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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid J Harsh is an investment advisor representative with Cetera Investment Advisers LLC in Indianapolis, IN. David has been in the financial services industry since 2000 and holds several licenses and certifications, including Series 6, 7, 26, 63 and 65. David has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. He offers a variety of advisory services, including financial planning, portfolio management, and pension consulting.
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
IN
11/12/2020 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
12/17/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (INDIANAPOLIS IN)
MA
12/17/2001 - 01/11/2012
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MN
06/28/2000 - 12/01/2000
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 6/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/19/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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