Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Strulowitz is a financial advisor associated with Cetera Investment Advisers LLC. David has been in the industry since 1993 and is licensed to provide investment advice in Illinois and Texas. David is also a licensed attorney and provides legal services in addition to financial advice.
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
IL
08/23/2023 - Present
Cetera Investment Advisers LLC (SKOKIE IL)
IL
02/28/2011 - 11/03/2011
PURSHE KAPLAN STERLING INVESTMENTS (SKOKIE IL)
IL
12/02/1996 - 03/01/2011
GENWORTH FINANCIAL SECURITIES CORPORATION (SKOKIE IL)
AZ
11/24/1993 - 12/04/1996
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 2/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/2/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/7/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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