Unclaimed
David Bultynck is a financial advisor with Cetera Investment Advisers LLC. David has been a Registered Representative since 2006 and has worked in the financial services industry for 17 years. David is licensed in multiple states and is a Certified Public Accountant (CPA). Cetera Investment Advisers LLC is a financial services firm that provides financial planning, investment management, and other services to individuals, families, businesses, and institutions.
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 1/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/8/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/6/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/1/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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