Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mark Walther is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial services industry since 1998. David is registered with the state of Missouri and holds Series 6, 7, 63 and 66 securities licenses as well as the SIE exam. In addition to Cetera Investment Advisers LLC, David has previously worked with Avantax Investment Services, Inc., 1ST GLOBAL CAPITAL CORP. and Walnut Street Securities, Inc. David is also a Certified Public Accountant and provides tax services through Purk & Associates, PC. David can help with a variety of financial planning needs including portfolio management for individuals and businesses, pension consulting and selection of other advisors.
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
MO
08/07/2020 - Present
Cetera Investment Advisers LLC (ST LOUIS MO)
MO
10/25/2019 - 08/13/2020
AVANTAX INVESTMENT SERVICES, INC. (SAINT LOUIS MO)
MO
01/08/2008 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SAINT LOUIS MO)
MO
03/05/2001 - 01/11/2008
WALNUT STREET SECURITIES, INC. (SAINT LOUIS MO)
IL
02/13/1998 - 03/05/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
BOTH
Issued 8/3/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/1999
Series 7 - General Securities Representative Examination
BC
Issued 2/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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