Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pederson is an investment advisor representative who has been working in the financial services industry since 1978. David is currently registered with Cetera Investment Advisers LLC. David is licensed in Arizona, California, Colorado, Connecticut, Minnesota, Texas, and Wisconsin. David has experience with a variety of financial products and services, including financial planning, pension consulting, and portfolio management. David is also a licensed insurance agent, working with Balanced Planning Services since 1996.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (ELK RIVER MN)
MN
03/08/1996 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Elk River MN)
MN
03/20/1996 - 10/28/2021
CRI SECURITIES, LLC (Elk River MN)
OH
05/16/1994 - 03/15/1996
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
CT
08/30/1993 - 05/16/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
06/10/1982 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION
CT
03/14/1978 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BC
Issued 3/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/2/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 3/9/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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