Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Delarosa is an Investment Advisor Representative with Ameritas Advisory Services, LLC. David is registered in 15 states and holds the Series 6, Series 22, Series 63, Series 65, and SIE licenses. David has been in the financial services industry since 2008. David's firm, Ameritas Advisory Services, LLC, is a financial services firm with a long history of providing comprehensive financial planning and investment management services. The firm's client base is diverse and includes individuals, families, businesses, and retirement plans. Ameritas Advisory Services, LLC is committed to providing its clients with personalized financial advice and solutions that meet their unique needs.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (ESCONDIDO CA)
IA
Issued 07/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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