Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Martin Fletcher is a financial advisor with Ameritas Advisory Services, LLC. David has been in the financial services industry since 2001 and has a Series 6, 7, 63, and 66 license. David is also a Registered Representative with Ameritas Advisory Services, LLC. David is a licensed insurance agent in Iowa. David specializes in providing financial planning services to individuals, businesses, and corporations. David is committed to helping clients achieve their financial goals. David has been a financial advisor in Iowa for many years. David's clients are located in Iowa and Nebraska.
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.
Solicitor fees
1
2
IA
11/01/2021 - Present
Ameritas Advisory Services, LLC (CHARITON IA)
IA
09/24/2003 - 11/15/2007
1717 CAPITAL MANAGEMENT COMPANY (CHARITON IA)
FL
01/03/2003 - 06/26/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
06/07/2001 - 12/31/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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