Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Laplante is a financial advisor with over 30 years of experience in the financial services industry. David is a registered representative of Ameritas Advisory Services, LLC and holds a Series 6, 63, 22 and 65 licenses. David is a dedicated professional who strives to provide his clients with sound financial advice. David has specialized in the financial services industry in a variety of fields including fixed insurance products, retirement planning, college savings and estate planning. David serves clients in the Grass Valley, CA area.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (GRASS VALLEY CA)
CA
07/21/2008 - 01/02/2014
USA FINANCIAL SECURITIES CORPORATION (GRASS VALLEY CA)
CA
05/30/2006 - 07/22/2008
THE O.N. EQUITY SALES COMPANY (GRASS VALLEY CA)
NY
01/15/1992 - 06/15/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 05/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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