Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Mannikko is an Investment Advisor Representative registered with Cambridge Investment Research Advisors, Inc. David Mannikko has been in the financial services industry since July 18, 2010. Prior to joining Cambridge Investment Research Advisors, Inc., David Mannikko was with Metlife Securities Inc. David Mannikko is licensed in Florida, Michigan, Minnesota and Wisconsin. David Mannikko holds Series 6, 7, 63, and 65 licenses. David Mannikko specializes in investment advisory services for individuals, businesses, and retirement planning. David Mannikko also provides insurance services through Boyd Financial Services 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.
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
WI
08/29/2014 - Present
Cambridge Investment Research Advisors, Inc. (RHINELANDER WI)
WI
07/19/2010 - 09/04/2014
METLIFE SECURITIES INC. (RHINELANDER WI)
IA
Issued 02/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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