Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brechbuhl is an investment advisor representative at Cetera Investment Advisers LLC. David has been in the securities industry since January 15, 2004. David has held previous roles at City Securities Corporation, PNC Investments, Natcity Investments, Inc., Banc One Securities Corporation, Wachovia Securities, LLC and Prudential Securities Incorporated. David holds Series 7, Series 63, Series 65 and SIE licenses. David is also registered to provide investment advisory services in California, Illinois, Indiana, New Jersey, 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.
A percentage of the total value of assets under management is charged.
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2
IN
01/03/2024 - Present
Cetera Investment Advisers LLC (INDIANAPOLIS IN)
IN
06/24/2013 - 02/17/2015
CITY SECURITIES CORPORATION (INDIANAPOLIS IN)
PA
12/20/2010 - 08/02/2011
PNC INVESTMENTS (PITTSBURGH PA)
IN
11/13/2009 - 12/31/2009
PNC INVESTMENTS (INDIANAPOLIS IN)
IN
08/26/2003 - 11/13/2009
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
IL
08/18/2003 - 08/26/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
07/01/2003 - 08/12/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/19/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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