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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 Robertson is a financial advisor with Seia, a firm based in Los Angeles, California. David is a Certified Financial Planner with over 28 years of experience in the financial services industry. David specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. David has been recognized for their expertise in the industry, and has been featured in a number of publications. David is committed to providing their clients with the highest level of service and personalized attention.
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.
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.
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2
CA
06/20/2024 - Present
Seia (LOS ANGELES CA)
OH
04/07/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
OH
08/10/2005 - 04/13/2021
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
IN
06/12/2003 - 08/12/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/12/2003 - 08/12/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
08/06/1997 - 10/15/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
PA
01/01/1994 - 06/19/1995
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
MA
05/05/1993 - 12/17/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/05/1993 - 12/17/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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