Unclaimed
David Silvers is a financial advisor with Cambridge Investment Research Advisors, Inc. based in Fairfield, Iowa. David Silvers has been in the financial services industry since August 13, 2008. David Silvers is registered with the state of Iowa and is Series 7, Series 66, and Series 24 licensed. David Silvers has a background in providing investment advisory services to individuals and businesses. In addition to investment management, David Silvers provides financial planning, pension consulting, and educational seminars.
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
IA
03/16/2009 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
BOTH
Issued 03/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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