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 industry since 2007. David is registered with Cambridge Investment Research Advisors, Inc. in Oregon and Texas. David is also a registered investment advisor in Oregon. In addition to their current employment at Cambridge Investment Research Advisors, Inc., David has previous experience at 1717 CAPITAL MANAGEMENT COMPANY. David's areas of expertise include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OR
05/13/2014 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
09/19/2007 - 07/08/2008
1717 CAPITAL MANAGEMENT COMPANY (PORTLAND OR)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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