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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 Cutshall is an investment advisor representative with Cetera Investment Advisers LLC. David has been in the financial services industry since 1989. David is registered with FINRA and the state of South Dakota, as well as with several other states across the country. David offers a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Cetera Investment Advisers LLC is a registered investment adviser with the Securities and Exchange Commission (SEC).
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
SD
03/21/2024 - Present
Cetera Investment Advisers LLC (SIOUX FALLS SD)
FL
07/09/1991 - 09/12/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MN
01/25/1989 - 07/12/1991
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
IA
Issued 08/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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