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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 John Barrett is an investment advisor representative at Cetera Investment Advisers LLC. David Barrett is a registered investment advisor representative in New Jersey and is also registered in 7 other states. David Barrett has been in the securities industry since June 19, 1997. David Barrett is also an Executor for both parents' wills. David Barrett has a Series 6, Series 63, Series 65 and SIE. David Barrett has previous experience with C.J.M. PLANNING CORP. David Barrett specializes in investment advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Cetera Investment Advisers LLC has a total of 423,554 accounts with $104,468,595,111 in assets under management.
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
NJ
04/13/2016 - Present
Cetera Investment Advisers LLC (RIVER VALE NJ)
NJ
06/20/1997 - 10/24/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 04/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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