Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Russell Neterer is an active advisor who has been in the industry since June 28, 1994. David Neterer is currently registered with LPL Financial LLC and has been associated with the firm since January 2010. Prior to that, David Neterer was registered with PNC Investments, Mercantile Brokerage Services, Inc., Raymond James Financial Services, Inc., Financial Network Investment Corporation, and Allegheny Investments, Ltd. David Neterer holds a Series 63, Series 66, Series 7, and Series 24 licenses. David Neterer provides financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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
MD
09/15/2021 - Present
LPL Financial LLC (HAGERSTOWN MD)
MD
09/17/2007 - 01/05/2010
PNC INVESTMENTS (HAGERSTOWN MD)
MD
03/29/2006 - 09/17/2007
MERCANTILE BROKERAGE SERVICES, INC. (HAGERSTOWN MD)
MD
02/09/2000 - 03/29/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (HAGERSTOWN MD)
CA
11/24/1997 - 12/12/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
PA
05/02/1994 - 12/05/1997
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
BOTH
Issued 01/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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