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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wiener is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. David has been in the securities industry since 2021. David holds the Series 66, Series 7TO, and SIE exams. David specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Cetera Investment Advisers LLC has approximately $104 billion in assets under management.
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
PA
09/14/2023 - Present
Cetera Investment Advisers LLC (LEOLA PA)
BOTH
Issued 09/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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