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David L. Whiteside is a financial advisor with Cetera Investment Advisers LLC. David L. Whiteside has been in the industry for over 10 years and is registered with the state of Virginia. David L. Whiteside offers a variety of services including financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management. David L. Whiteside was previously associated with Securian Financial Services, Inc., OneAmerica Securities, Inc., and MetLife Securities Inc. David L. Whiteside holds Series 6, 7, 63, 65 and SIE 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.
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
VA
08/10/2023 - Present
Cetera Investment Advisers LLC (MIDLOTHIAN VA)
VA
07/08/2013 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MIDLOTHIAN VA)
VA
11/15/2012 - 06/14/2013
ONEAMERICA SECURITIES, INC. (RICHMOND VA)
VA
08/07/2012 - 09/12/2012
METLIFE SECURITIES INC. (RICHMOND VA)
IA
Issued 11/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 8/6/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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