Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mar is an investment advisor representative with Arete Wealth Advisors, LLC. David has been in the industry since February 14, 1984. David has a Series 6, SIE, and Series 65 license and is registered in California. David also has a life insurance, disability, and health insurance license. David's specializations include retirement planning, investment management, financial planning, college savings, and insurance.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
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2
IL
03/24/2009 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
CA
07/31/2006 - 03/19/2009
PRIVATE CONSULTING GROUP, INC. (SAN FRANCISCO CA)
CA
08/15/1997 - 08/07/2006
NFP SECURITIES, INC. (SAN FRANCISCO CA)
NY
08/13/1993 - 08/20/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
02/09/1984 - 08/09/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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