Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Odell Burns has been in the financial services industry since August 16, 2004. David is currently registered with Cetera Investment Advisers LLC. David is registered to offer investment advice in Utah. David has worked for several other firms over the years including Woodbury Financial Services, Inc., Hartford Equity Sales Company Inc., OneAmerica Securities, Inc., and Equity Services, Inc. David has passed the Series 6, Series 7, Series 63, Series 65 and SIE exams. David specializes in providing financial planning services, portfolio management for businesses, and portfolio management for individuals. David is also a partner in a company that owns and operates an office building.
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGTON UT)
UT
03/03/2008 - 09/08/2009
WOODBURY FINANCIAL SERVICES, INC. (KAYSVILLE UT)
CT
03/03/2008 - 09/02/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
UT
05/16/2005 - 12/31/2007
ONEAMERICA SECURITIES, INC. (OGDEN UT)
VT
06/15/2004 - 05/19/2005
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 6/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2007
Series 7 - General Securities Representative Examination
BC
Issued 6/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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