Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bemis has been in the financial industry for over 25 years. David is registered with Cambridge Investment Research Advisors, Inc. and is also a registered investment advisor in Iowa. David has a strong background in securities and investments, having held positions at various financial institutions including Broker Dealer Financial Services Corp. and Paine Webber Incorporated. David's specializations include securities, mutual funds, variable life and variable annuities, fixed insurance, and retirement planning. David is dedicated to providing clients with personalized financial advice and services to help them reach their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/02/2025 - Present
Cambridge Investment Research Advisors, Inc. (Osceola IA)
IA
05/21/2001 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (OSCEOLA IA)
LA
02/02/1998 - 06/12/2001
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NJ
12/17/1996 - 02/11/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 01/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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