Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zoller is a registered investment advisor with Lasalle ST. Investment Advisors, LLC. David has been in the securities industry since November 30, 2009. David has a Series 66, Series 7 and a SIE license. David is currently registered in Arizona, California, Florida, Illinois, Indiana, North Carolina, Ohio, Texas and Wisconsin. David is also a Certified Public Accountant. David's prior employment includes QA3 FINANCIAL CORP.
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.
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
IL
02/24/2016 - Present
Lasalle ST. Investment Advisors, LLC (WARRENVILLE IL)
IL
11/30/2009 - 02/11/2011
QA3 FINANCIAL CORP. (NAPERVILLE IL)
BOTH
Issued 04/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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