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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 Sebastian Nilsen is a financial advisor at LPL Financial LLC, with a career in the industry spanning over 25 years. David has experience with various aspects of financial services, including investment management and financial planning, for individual investors 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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CA
05/02/2024 - Present
LPL Financial LLC (SAN LUIS OBISPO CA)
CA
03/02/2009 - 08/06/2019
COMMONWEALTH FINANCIAL NETWORK (SAN LUIS OBISPO CA)
CA
11/11/2005 - 03/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN LUIS OBISPO CA)
NY
09/15/1994 - 11/16/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/04/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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