Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Petoskey is a financial advisor with over 30 years of experience in the industry. David is currently registered with LPL Financial LLC, Wealth Management Services, LLC, and Integrated Wealth Concepts LLC. David's career began in 1991 with Pruco Securities Corporation in Newark, New Jersey. David specializes in providing financial planning and investment advice to individuals, families, and businesses. David's primary focus is on building long-term relationships with clients and helping them achieve 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.
Consulting and other non-discretionary advisory services
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.
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2
MI
04/28/2021 - Present
LPL Financial LLC (BLOOMFIELD HILLS MI)
NJ
05/17/1991 - 12/02/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/17/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
WI
05/25/1990 - 12/18/1990
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
05/25/1990 - 10/10/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 08/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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