Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Prewette is a financial professional with over 30 years of experience in the industry. David currently is a financial advisor at Cetera Investment Advisers LLC. David's previous experience includes roles at Center Street Securities, Inc., Financial Security Management, Incorporated, Southeast Investments, N.C., Inc., The Leaders Group, Inc., Lifemark Securities Corp., Washington Square Securities, Inc., Capital Growth Management Inc., Chubb Securities Corporation, and Jefferson-Pilot Equity Sales, Inc. David holds Series 6, 63, and 65 licenses as well as the SIE. David is a specialist in providing financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. David is also registered as a financial advisor in North Carolina, Florida, Michigan, South Carolina.
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
NC
08/01/2023 - Present
Cetera Investment Advisers LLC (CHARLOTTE NC)
NC
04/16/2015 - 07/20/2023
CENTER STREET SECURITIES, INC. (CHARLOTTE NC)
NC
01/09/2014 - 04/27/2015
FINANCIAL SECURITY MANAGEMENT, INCORPORATED (CHARLOTTE NC)
NC
10/07/2005 - 12/31/2013
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
CO
04/03/2002 - 10/03/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
01/20/1998 - 04/04/2002
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
CT
10/31/1997 - 12/22/1997
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
AL
10/21/1994 - 10/24/1997
CAPITAL GROWTH MANAGEMENT INC. (BIRMINGHAM AL)
IN
07/16/1986 - 12/13/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
07/16/1984 - 08/07/1984
JEFFERSON-PILOT EQUITY SALES, INC.
IA
Issued 05/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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