Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rindal is a financial advisor currently registered with LPL Financial LLC. David has been in the industry since March 24, 2006. David has been registered with LPL Financial LLC since October 21, 2020, prior to that, David was registered with Cetera Investment Services LLC from July 9, 2010, to October 21, 2020. David holds a Series 7 and Series 66 license and is licensed to provide investment advice in Colorado, Montana, Ohio, Texas and Washington.
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.
1
2
TX
10/21/2020 - Present
LPL Financial LLC (EULESS TX)
TX
07/09/2010 - 10/21/2020
CETERA INVESTMENT SERVICES LLC (EULESS TX)
MT
09/15/2008 - 07/14/2010
D.A. DAVIDSON & CO. (KALISPELL MT)
MT
03/24/2006 - 09/26/2008
UBS FINANCIAL SERVICES INC. (BILLINGS MT)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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