Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Krakauer is a financial advisor registered with Mercer Global Advisors Inc. in San Diego, California. David has been a registered advisor since 2012 and holds the Series 6, 7, 26, and 63 licenses. David is also a Chartered Financial Analyst. David has experience working with various financial institutions including ADP Broker-Dealer, Inc., Altegris Investments, LLC, and Epstein & White Retirement Income Solutions. David's areas of expertise include financial planning, estate planning, tax return preparation, and consultation. David works with individuals, families, and businesses.
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.
Trust services, estate planning, tax return preparation, consultation
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.
1
2
CA
03/09/2022 - Present
Mercer Global Advisors Inc. (SAN DIEGO CA)
CA
12/02/2016 - 01/26/2018
ALTEGRIS INVESTMENTS, LLC (LA JOLLA CA)
NJ
08/20/2012 - 06/29/2015
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CA
10/01/2009 - 08/17/2012
CHASE INVESTMENT SERVICES CORP. (CARLSBAD CA)
BC
Issued 10/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Krakauer is the right advisor for you? Invested Better is here to help.
