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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Troutman is a financial advisor at Cetera Investment Advisers LLC. David is a registered representative with Cetera Investment Advisers LLC and has been in the industry for 19 years. David is licensed in Florida, New Hampshire, Ohio, Pennsylvania, and Virginia and is active in both the broker-dealer and investment advisor categories. David has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. David offers financial planning, pension consulting, educational seminars, and portfolio management services. David can be reached at the Cetera Investment Advisers LLC office located at 63 Wildwood Dr in Boardman, OH.
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
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (BOARDMAN OH)
OH
08/12/2013 - 01/26/2018
MML INVESTORS SERVICES, LLC (BOARDMAN OH)
OH
10/11/2004 - 08/02/2013
METLIFE SECURITIES INC. (BOARDMAN OH)
OH
10/11/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOARDMAN OH)
BC
Issued 7/3/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/8/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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