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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stamper is a financial advisor with Cetera Investment Advisers LLC. David has been in the industry since 1993 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. David specializes in providing financial planning, investment management, and retirement planning services. David holds Series 7, 24, 63, 65, and SIE licenses. In addition to his work with Cetera Investment Advisers LLC, David also owns and operates Stamper Wealth Management, a financial services firm.
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
NC
06/29/2023 - Present
Cetera Investment Advisers LLC (CARY NC)
NC
10/04/2006 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CARY NC)
NC
10/01/2000 - 10/11/2006
WACHOVIA SECURITIES, LLC (APEX NC)
NC
07/11/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
08/06/1999 - 08/28/1999
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MO
01/05/1994 - 07/12/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NC
12/21/1993 - 01/06/1994
MID-ATLANTIC SECURITIES, INC. (RALEIGH NC)
MO
01/26/1993 - 12/17/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 09/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/23/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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