Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McCaskill is a registered representative with Cetera Investment Advisers LLC and has been working in the financial services industry since 2002. David is registered in Nebraska and Iowa, and holds a Series 7, Series 63, and Series 65 licenses. David has a history of working with both individuals and businesses and provides a variety of financial services including financial planning, portfolio management, and investment advice. David has also held previous positions with Intersecurities, Inc. and Cetera Advisor Networks LLC. David's other business interests include fixed insurance, income tax preparation, bookkeeping, and payroll.
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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NE
06/29/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
FL
05/24/2002 - 12/15/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 08/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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