Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cromeens is a financial advisor with over 20 years of experience in the industry. David currently works at Cetera Investment Advisers LLC and is registered with the state of Texas. David has held prior positions at First Allied Securities, Inc., Charles Schwab & Co., Inc., and John Hancock Distributors, Inc. David's areas of specialization include financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors. David is also a Certified Financial Planner. David Cromeens and Cetera Investment Advisers LLC are committed to providing clients with personalized financial advice and guidance.
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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TX
01/16/2025 - Present
Cetera Investment Advisers LLC (EL PASO TX)
TX
01/19/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (El Paso, TX)
AZ
04/27/2000 - 01/12/2021
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
MA
08/22/1994 - 05/04/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/22/1994 - 05/04/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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