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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 Anderson is a financial advisor with Cetera Investment Advisers LLC. David has been working in the financial services industry since March 2002. David is registered in 13 states and holds the Series 6, Series 63 and SIE licenses. David is a member of the Audit Committee for Mexico Academy and Central Schools. Cetera Investment Advisers LLC is a Registered Investment Advisor headquartered in Schaumburg, Illinois. The firm has over 16,000 clients and approximately $104 billion in assets under management. The firm provides advisory services to individuals, businesses, investment companies and charitable organizations.
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
NY
04/12/2021 - Present
Cetera Investment Advisers LLC (CICERO NY)
CT
09/26/2002 - 09/15/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
MD
01/16/2002 - 08/06/2002
M&T SECURITIES, INC. (BALTIMORE MD)
BC
Issued 2/5/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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