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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 Lawrence Bultynck is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial services industry since 2006. David is a licensed investment advisor representative in Michigan and Texas. David has also passed the Series 65, 63, 51, 24, 7 and SIE exams. David's primary business is providing financial services to individuals, businesses and institutions. David is also a partner at Bultynck & Co. PLLL, a CPA firm that provides accounting and tax services.
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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MI
03/21/2024 - Present
Cetera Investment Advisers LLC (CLINTON TOWNSHIP MI)
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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