Unclaimed
David Lee Murdock is a financial advisor at Cetera Investment Advisers LLC. David has over 30 years of experience in the financial industry. David is registered with FINRA and the Securities and Exchange Commission (SEC). David is also licensed in several states, including Minnesota, Texas, and Arizona. David provides financial services to both individuals and businesses.
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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MN
06/29/2023 - Present
Cetera Investment Advisers LLC (BRAINERD MN)
NY
08/13/1993 - 09/20/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 8/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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