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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 Richard Ojerholm is an investment advisor representative with The Ameriflex Group. David has been in the securities industry for over 16 years, and is licensed to provide investment advice in Massachusetts and New Hampshire. David is a Registered Representative with FINRA and is Series 66 and Series 7 licensed. David has experience working with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David provides financial planning, pension consulting and portfolio management services. David has a strong track record of success in helping clients achieve their financial goals, and is committed to providing personalized service.
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.
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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MA
09/24/2024 - Present
THE Ameriflex Group (Worchester MA)
MA
02/12/2018 - 09/03/2024
LPL FINANCIAL LLC (WALTHAM MA)
MA
03/25/2017 - 02/05/2018
MML INVESTORS SERVICES, LLC (Worcester MA)
MA
09/09/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Worcester MA)
MA
10/09/2007 - 09/30/2016
CSSC BROKERAGE SERVICES, INC. (WORCESTER MA)
BOTH
Issued 11/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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