Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pettit is an investment advisor representative at Cambridge Investment Research Advisors, Inc. David has been in the industry since July 1998. David is registered to offer investment advice in Florida and Texas. David is also a registered representative with FINRA. In addition to working as an investment advisor, David is also a president of several restaurant franchises and a managing member of Veritas Wealth Holdings LLC. David is also a board member of Equip Education.
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
FL
04/19/2016 - Present
Cambridge Investment Research Advisors, Inc. (Plantation FL)
FL
01/09/2002 - 05/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANTATION FL)
TX
12/11/1998 - 01/15/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/10/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
FL
07/31/1998 - 03/08/2000
PUBLIC EMPLOYEES EQUITIES SERVICES COMPANY (PALM BEACH GARDENS FL)
BC
Issued 11/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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