Unclaimed
David Paul Hricisak is an investment advisor representative associated with Cetera Investment Advisers LLC. David has been in the industry since July 31, 2005 and is currently registered in 18 states. David has several professional designations and has worked with clients ranging from high-net-worth individuals to corporations and pension plans. David is also registered as an Investment Advisor Representative with Cetera Investment Advisers LLC.
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.
1
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 1/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/7/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2009
Series 7 - General Securities Representative Examination
BC
Issued 6/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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