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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 Lloyd Beiswanger is a financial advisor in Cincinnati, Ohio with Cetera Investment Advisers LLC. David has been in the industry since 2001. Cetera Investment Advisers LLC manages over $100 billion in client assets and offers a range of services including financial planning, portfolio management, and educational seminars. David specializes in working with individuals, high net worth individuals, corporations, and retirement plans. David is a Certified Financial Planner and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Ohio. David is also registered as an Investment Advisor Representative (IAR) in Ohio.
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.
1
2
OH
06/29/2023 - Present
Cetera Investment Advisers LLC (CINCINNATI OH)
OH
09/12/2014 - 07/22/2016
STERNE AGEE FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
02/24/2005 - 09/12/2014
WRP INVESTMENTS, INC. (CINCINNATTI OH)
CA
06/23/2003 - 03/04/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
GA
11/28/2001 - 06/20/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 5/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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