Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Andersen is a registered Investment Advisor Representative with Trek Financial. David has been in the industry since 1995 and has experience with both investment advisory and broker-dealer services. David has been with Trek Financial since 2012. Prior to that, David was a registered representative with World Equity Group, Inc. and Purshe Kaplan Sterling Investments. David also has experience as an insurance representative and serves as a board member for the Lake Proctor Water Authority.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
11/27/2012 - Present
Trek Financial (WEST HAVEN UT)
UT
05/14/2019 - 06/30/2020
PURSHE KAPLAN STERLING INVESTMENTS (Sandy UT)
UT
02/02/2016 - 05/21/2019
WORLD EQUITY GROUP, INC. (Sandy UT)
UT
05/05/2005 - 02/10/2016
AXA ADVISORS, LLC (SALT LAKE CITY UT)
KS
08/18/1995 - 05/10/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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