Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Flecker is a financial professional with over 50 years of experience in the industry. David is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. David has held previous positions at a number of firms, including Tower Square Securities, Inc., W. S. Griffith & Co., Inc., Home Life Insurance Company, Nathan, Lewis & Grant, Inc., and Kurz-Liebow & Company, Inc. David has a broad range of experience in financial planning, portfolio management, and insurance. David is a Chartered Financial Consultant and holds the Series 63, Series 7TO, SIE and Series 1 licenses.
WEST CALDWELL, NJ
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.
1
2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (WEST CALDWELL NJ)
NY
12/21/1998 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (NEW YORK NY)
CT
07/27/1983 - 10/30/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
01/08/1974 - 10/19/1992
HOME LIFE INSURANCE COMPANY
NA
07/09/1981 - 09/10/1985
NATHAN, LEWIS & GRANT, INC.
NA
02/12/1971 - 09/02/1975
KURZ-LIEBOW & COMPANY, INC.
BC
Issued 2/5/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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