Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Berendt is a financial professional registered with Lincoln Investment and Capital Analysts. David has been in the financial services industry for 25 years and is active in both the securities and investment advisory fields. He is based in Lombard, Illinois, and is registered to provide investment advice and securities services in Illinois. David has a strong background in education and is committed to helping clients reach their financial goals. He is a certified financial planner and has a wide range of experience in providing financial planning and investment advice. David is passionate about helping clients understand their financial options and make informed decisions about their money. He is also committed to providing exceptional customer service and building long-term relationships with his clients.
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.
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.
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IL
01/17/2024 - Present
Lincoln Investment (St. Charles IL)
BOTH
Issued 12/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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