Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zierath is a financial advisor with TD Private Client Wealth LLC, specializing in portfolio management for both individuals and businesses. David has extensive experience in the financial services industry, having worked with SEI Investments Distribution Company and Lehman Brothers Inc. previously. David provides a range of advisory services including financial planning, pension consulting, and portfolio management. David is registered with the Securities and Exchange Commission and holds the Series 3, 7, 63, and 65 licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/04/2019 - Present
TD Private Client Wealth LLC (WEST PALM BEACH FL)
PA
11/20/2014 - 05/07/2018
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
05/03/1999 - 11/08/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/20/1998 - 01/20/1999
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 11/21/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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