Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Randall Guttery is an investment advisor representative with Ameritas Advisory Services, LLC. David has been in the industry since April 21, 1992. David is registered with the state of Alabama. David is also registered with the state of Nebraska and Texas. David's firm, Ameritas Advisory Services, LLC, is a registered investment advisor. Ameritas Advisory Services, LLC, provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. David's main office is located in Trussville, Alabama.
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
AL
11/01/2021 - Present
Ameritas Advisory Services, LLC (Trussville AL)
MD
01/16/1998 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
MA
04/22/1992 - 01/15/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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