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 Hricisak is a financial advisor with over 18 years of experience in the financial services industry. David is registered with Cetera Investment Advisers LLC in Pennsylvania and Texas. Prior to Cetera, David worked for LPL Financial LLC and Waddell & Reed, Inc. David has a broad range of experience, providing financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. David's areas of expertise include financial planning, investment management, and retirement planning. David is committed to helping clients achieve their financial goals.
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.
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2
PA
12/13/2022 - Present
Cetera Investment Advisers LLC (BRIDGEVILLE PA)
PA
09/12/2006 - 02/12/2014
LPL FINANCIAL LLC (MONROEVILLE PA)
PA
06/22/2005 - 08/02/2006
WADDELL & REED, INC. (MONROEVILLE PA)
BOTH
Issued 01/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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