Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Robertson is a financial advisor with LPL Financial LLC in Warsaw, Indiana. David has been in the financial industry since January 2023 and has a Series 7TO, Series 66, and SIE. Prior to joining LPL, David worked with Cetera Investment Services LLC. David specializes in providing investment advice and financial planning services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. David is dedicated to helping clients 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.
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
IN
08/03/2023 - Present
LPL Financial LLC (WARSAW IN)
IN
03/21/2023 - 08/04/2023
CETERA INVESTMENT SERVICES LLC (WARSAW IN)
BOTH
Issued 05/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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