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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Whiteside is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial services industry since October 31, 2012. David is registered with the state of Virginia as an investment advisor representative. David holds the following licenses and certifications: Series 6, Series 7, Series 63, Series 65, and the SIE Exam. David specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and state or municipal government entities. David is also a Certified Financial Planner.
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 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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