Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lundberg is an investment advisor representative with Foundations Investment Advisors LLC, located in Mesa, AZ. David has been in the industry for over 8 years and holds Series 63, 66, 7 and SIE licenses. David has previous experience with NYLIFE Securities LLC, OneAmerica Securities, Inc., Equitable Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. David focuses on individual and corporate clients and specializes in financial planning, portfolio management, and educational seminars. David is registered with the state of Arizona and holds a resident registration in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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AZ
05/01/2024 - Present
Foundations Investment Advisors LLC (Mesa AZ)
AZ
06/14/2023 - 09/11/2023
NYLIFE SECURITIES LLC (MESA AZ)
AZ
05/07/2021 - 04/19/2023
ONEAMERICA SECURITIES, INC. (Mesa AZ)
AZ
11/23/2020 - 04/09/2021
EQUITABLE ADVISORS, LLC (SCOTTSDALE AZ)
AZ
10/05/2016 - 07/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
05/12/2015 - 10/06/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 06/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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