Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Krietzberg is a financial advisor who has been in the industry since 1998. David is currently registered with LPL Financial LLC and has a branch office in Lincroft, NJ. David is also registered as an Investment Advisor Representative (IAR) in Texas. David's previous experience includes working for Lincoln Financial Advisors Corporation and Morgan Stanley DW Inc. David specializes in providing financial planning, investment management, and consulting services to individuals, families, and businesses. David is committed to helping clients reach their financial goals and providing them with the guidance and support they need to make informed decisions about their money.
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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2
NJ
04/20/2024 - Present
LPL Financial LLC (LINCROFT NJ)
NJ
08/01/2005 - 04/19/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (RED BANK NJ)
IN
08/01/2005 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
08/28/1998 - 08/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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