Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stanley Petso is a financial advisor with over 40 years of experience in the industry. David is a Certified Financial Planner™ and is registered with Modern Wealth Management, LLC. David specializes in financial planning, portfolio management, and investment advisory services for individuals and families. David also has experience working with retirement plans. David has worked with Cambridge Investment Research, Inc. and The O.N. Equity Sales Company in the past. David is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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
ID
10/18/2024 - Present
Modern Wealth Management, LLC (BOISE ID)
ID
03/16/2001 - 01/15/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (BOISE ID)
OH
01/26/1988 - 03/16/2001
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NA
01/12/1987 - 02/10/1988
G. T. MURRAY & CO.
NA
12/07/1983 - 01/13/1987
THE O.N. EQUITY SALES COMPANY
BC
Issued 05/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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