Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marvin Muilenberg has been in the financial services industry since December 19, 1982. David Marvin Muilenberg currently works for LPL Financial LLC in their Ada, MI office. David Marvin Muilenberg has passed the Series 6, 7, 22, 24, 63, and SIE exams. David Marvin Muilenberg is registered as an investment advisor representative in Michigan, Georgia, and Texas. In addition to LPL Financial LLC, David Marvin Muilenberg was previously registered with New England Securities from December 20, 1982, to January 24, 2003. David Marvin Muilenberg has an approved Financial Industry Regulatory Authority (FINRA) registration and is also a member of the Securities Investor Protection Corporation (SIPC). David Marvin Muilenberg's registration is active in 26 states and 3 U.S. territories.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
03/21/2013 - Present
LPL Financial LLC (ADA MI)
NY
12/20/1982 - 01/24/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 11/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/17/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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