Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mayer is a financial professional with over 38 years of experience in the industry. David is currently registered with LPL Financial LLC and has held previous positions with OSAIC INSTITUTIONS, INC., CETERA INVESTMENT SERVICES LLC, FUTURESHARE FINANCIAL LLC, NATHAN & LEWIS SECURITIES, INC., BISYS BROKERAGE SERVICES, INC., COMERICA SECURITIES, INDEPENDENCE ONE BROKERAGE SERVICES, INC., JOHN HANCOCK DISTRIBUTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. David specializes in providing a wide range of financial services and products, including investments, insurance, and retirement planning.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
02/01/2024 - Present
LPL Financial LLC (TROY MI)
MI
10/13/2018 - 02/01/2024
OSAIC INSTITUTIONS, INC. (TROY MI)
MI
10/17/2003 - 10/08/2018
CETERA INVESTMENT SERVICES LLC (MIDLAND MI)
NJ
10/01/2001 - 10/20/2003
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
NY
06/14/2000 - 10/01/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
06/04/1996 - 06/14/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MI
10/05/1994 - 06/07/1996
COMERICA SECURITIES (DETROIT MI)
MI
04/08/1992 - 10/14/1994
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
MA
08/07/1984 - 04/16/1992
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/07/1984 - 04/16/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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