Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vasos is an investment advisor representative with Cetera Investment Advisers LLC. David is a registered representative in Minnesota and Texas and has been in the industry since September 23, 1982. David is a Certified Financial Planner™ and has experience in providing financial planning, pension consulting, educational seminars, and portfolio management services. David has also been involved in various business ventures, including North Star Consultants Inc. and North Star Brokerage.
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.
1
2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
01/22/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/24/1988 - 10/28/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MA
06/20/2002 - 10/25/2005
MMLISI FINANCIAL ALLIANCES, LLC (SPRINGFIELD MA)
NA
04/04/1989 - 08/23/1990
CONSOLIDATED RESOURCES, INC.
NA
07/13/1983 - 08/23/1990
CONSOLIDATED RESOURCES, INC.
NA
09/24/1982 - 08/16/1983
FDI SECURITIES, INC.
IA
Issued 06/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/21/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/20/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Vasos is the right advisor for you? Invested Better is here to help.
