Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid J Strutzel is a financial advisor who has been in the industry since 1990. David is registered with Cetera Investment Advisers LLC in Schaumburg, IL. David has a wide range of experience and expertise in financial services, including financial planning, investment management and retirement planning. David has also been involved in various other businesses such as owning and operating a business that provides tax management services, playing organ in a church, and providing notary services. David is dedicated to helping clients reach their financial goals.
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
IL
06/29/2023 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
IL
11/30/2007 - 10/04/2021
RAYMOND JAMES & ASSOCIATES, INC. (SCHAUMBURG IL)
IL
10/22/1990 - 12/05/2007
A. G. EDWARDS & SONS, INC. (HANOVER PARK IL)
BOTH
Issued 12/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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