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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 Green is a financial advisor with Cetera Investment Advisers LLC. David is a registered representative in Iowa and Texas and has been in the financial industry for over 16 years. David has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension plans. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. David has a wide range of experience working with various financial institutions including Voya Financial Advisors, Inc., MMC Securities Corp., Farmers Financial Solutions, LLC, and Princor Financial Services Corporation.
Ankeny, IA
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.
A percentage of the total value of assets under management is charged.
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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (Ankeny IA)
IA
12/16/2014 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
12/19/2012 - 12/17/2014
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
IA
07/17/2007 - 01/03/2012
MMC SECURITIES CORP. (URBANDALE IA)
IA
01/29/2007 - 07/11/2007
FARMERS FINANCIAL SOLUTIONS, LLC (WINDSOR HEIGHTS IA)
IA
10/17/2005 - 11/29/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 9/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/8/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 1/4/2019
Series 24 - General Securities Principal Examination
BC
Issued 2/5/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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