Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burns is a financial advisor with over 19 years of experience. David is currently registered with Cetera Investment Advisers LLC. Prior to his current role, David has held positions with Woodbury Financial Services, Inc., Hartford Equity Sales Company Inc., OneAmerica Securities, Inc. and Equity Services, Inc. David is licensed in the state of Utah as both a broker and an investment advisor. David is committed to providing his clients with personalized financial advice and guidance to help them 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.
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
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 06/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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