Unclaimed
David Cyrs is a financial advisor with Commonwealth Financial Network. David has been in the industry since May 1995. David has Series 7, Series 63, and Series 66 licenses as well as the SIE. David is also a Certified Financial Planner. David works with individual investors, business owners, high-net-worth individuals, and retirement plans. David is registered to provide investment advice in 21 states, including Florida, Illinois, Massachusetts, and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
04/30/2015 - Present
Commonwealth Financial Network (WALTHAM MA)
IL
01/12/1998 - 05/01/2015
NFP ADVISOR SERVICES, LLC (ROCKFORD IL)
MN
05/10/1996 - 01/13/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
05/02/1995 - 05/17/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 03/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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