Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Biliter is a financial advisor with over 30 years of experience in the industry. David has a wide range of experience, having worked with firms like ARVEST WEALTH MANAGEMENT, LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., and AMSOUTH INVESTMENT SERVICES, INC. David is currently registered with First Citizens Investor Services, Inc. and SVB Wealth. David is a Certified Financial Planner and has a strong understanding of financial planning and investment strategies. David is committed to providing personalized financial advice to help clients reach their financial goals.
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.
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
NC
01/04/2021 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
AR
09/24/2012 - 11/09/2020
ARVEST WEALTH MANAGEMENT (LOWELL AR)
FL
10/11/2011 - 08/23/2012
LPL FINANCIAL LLC (PALM HARBOR FL)
FL
01/11/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PALM HARBOR FL)
FL
01/08/2004 - 08/25/2006
AMSOUTH INVESTMENT SERVICES, INC. (PALM HARBOR FL)
WI
01/21/1999 - 01/28/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
LA
07/23/1996 - 07/17/1998
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
VA
06/19/1990 - 11/13/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
04/26/1989 - 10/07/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
07/21/1987 - 04/04/1989
THE PLANNER'S SECURITIES GROUP, INC.
BC
Issued 08/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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