Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rohdin Peerboom is a financial advisor with Commonwealth Financial Network. David has been in the financial industry since 2010. David has a strong background in investments, with experience in both securities and insurance. David's previous employment was with NYLIFE Securities LLC. David holds the Series 6, 7, 63, and 66 licenses and the SIE exam. David is registered with the state of Michigan and has eight other state registrations. David's focus is on providing comprehensive financial planning services to individuals, families, and businesses. David is a co-owner of Heritage Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business.
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.
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2
MI
07/24/2020 - Present
Commonwealth Financial Network (Wyoming MI)
MI
05/06/2010 - 07/31/2020
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 12/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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