Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Menegus is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial industry since August 14, 1994. David is licensed to provide investment advice in multiple states and holds the Series 7, Series 63, Series 66 and SIE licenses. David is also an owner of DVM Investment Services LLC, which provides investment-related services, and DVM Investment Rentals, LLC, which manages rental properties.
BEND, OR
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
06/29/2023 - Present
Cetera Investment Advisers LLC (BEND OR)
OR
10/14/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BEND OR)
OR
12/20/2006 - 10/06/2009
UBS FINANCIAL SERVICES INC. (BEND OR)
CA
08/26/2003 - 11/17/2006
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NY
03/13/2001 - 01/15/2002
CDC SECURITIES (NEW YORK NY)
NY
12/01/2000 - 04/04/2001
UBS WARBURG LLC (NEW YORK NY)
NJ
12/16/1994 - 12/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/27/1992 - 12/23/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 1/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/1/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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