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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 Paul Feldstein is an investment advisor representative with Cambridge Investment Research Advisors, Inc., a firm that has been in business for over 40 years. David has been in the financial industry for over 18 years and holds licenses in multiple states. David has a strong commitment to providing personalized financial advice and guidance to help clients reach their financial goals. David has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. David is dedicated to building strong relationships with clients and helping them make informed financial decisions. David is also a member of the School Governance Council and is the owner of VITA Financial.
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
GA
01/22/2024 - Present
Cambridge Investment Research Advisors, Inc. (Marietta GA)
GA
09/06/2018 - 01/22/2024
MML INVESTORS SERVICES, LLC (Atlanta GA)
GA
01/24/2013 - 08/17/2018
PRUCO SECURITIES, LLC. (ATLANTA GA)
GA
02/24/2005 - 01/23/2013
METLIFE SECURITIES INC. (ATLANTA GA)
FL
02/24/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SARASOTA FL)
IA
Issued 05/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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