Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peichert is a financial advisor with over 38 years of experience in the industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 6, Series 22, Series 63, and Series 65 licenses. David currently works with Cetera Investment Advisers LLC and has previously worked with VOYA FINANCIAL ADVISORS, INC. and SIGNATOR INVESTORS, INC. David offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors services.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (MIDDLETOWN CT)
CT
02/16/2000 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MIDDLETOWN CT)
MA
06/11/1984 - 02/23/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/11/1984 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 2/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 7/10/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/8/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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