Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pearson is a financial professional with over 30 years of experience in the financial services industry. David has a strong track record of providing comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, businesses, and charitable organizations. David is a Certified Financial Planner™ and holds a Series 6, 7, 24, 63, and 65 licenses. David is currently registered with Cetera Investment Advisers LLC. Previously, David was associated with Beneficial Investment Services, Inc., LINSCO/PRIVATE LEDGER CORP., CUNA BROKERAGE SERVICES, INC., W. S. GRIFFITH & CO., INC., and PHOENIX EQUITY PLANNING CORPORATION.
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
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (Murray UT)
UT
04/07/2006 - 03/31/2008
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
SC
09/23/2003 - 01/09/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
01/05/1996 - 07/24/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CT
08/30/1993 - 12/12/1995
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
10/24/1991 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 08/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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