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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 Thomas Artmann has been in the financial industry since August 1997. David is currently registered as an investment advisor representative and a registered representative with Cetera Investment Advisers LLC in Tigard, OR. David has previously worked at a number of firms, including Foresters Financial Services, Inc. and Arcadia Investment Corporation. David holds the Series 7, 63, 66, 24 and 51 licenses. He also holds the SIE, Series 6TO, Series 99TO, and Operations Professional examinations. David has a diverse background and experience working with individual clients, corporations, businesses, pension plans, and other institutions. David provides financial planning, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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
OR
08/21/2019 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
01/03/2018 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
OR
07/29/2003 - 01/07/2016
ARCADIA INVESTMENT CORPORATION (PORTLAND OR)
OR
01/02/2001 - 12/19/2001
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
TX
07/10/2000 - 12/31/2000
NFP SECURITIES, INC. (AUSTIN TX)
OR
07/07/1999 - 07/10/2000
PRIVATE CONSULTING GROUP, INC. (PORTLAND OR)
MN
02/08/1993 - 09/29/1998
AEGIS INVESTMENTS, INC. (ST LOUIS PARK MN)
BOTH
Issued 2/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/5/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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