Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Beltran is an investment advisor representative with Cambridge Investment Research Advisors, Inc. David has been in the industry since December 7, 2005, and has been registered with the state of California since November 16, 2011. David holds Series 66, 7 and SIE licenses and previously worked at Woodbury Financial Services, Inc., Princor Financial Services Corporation, and Signator Investors, Inc. David provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
11/16/2011 - Present
Cambridge Investment Research Advisors, Inc. (Elk Grove CA)
CA
11/24/2009 - 12/10/2010
WOODBURY FINANCIAL SERVICES, INC. (FOSTER CITY CA)
CA
07/10/2008 - 11/03/2009
PRINCOR FINANCIAL SERVICES CORPORATION (SAN MATEO CA)
CA
06/29/2004 - 01/24/2008
SIGNATOR INVESTORS, INC. (SAN MATEO CA)
BOTH
Issued 07/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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