Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Artmann is a financial advisor who has been in the industry since 1997. David is currently registered with Cetera Investment Advisers LLC and previously held registrations with several other firms including Foresters Financial Services, Inc., Arcadia Investment Corporation and NFP Securities, Inc.. David is a registered representative and investment advisor representative in Oregon. David's registrations cover both broker-dealer and investment advisor activities and he is active in both areas.
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.
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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 02/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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