Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vincent Pickart is a financial advisor with over 25 years of experience in the industry. David is currently registered with Cetera Investment Advisers LLC. David has held previous roles with Lincoln Financial Securities Corporation and Transamerica Financial Advisors, Inc. David is a licensed investment advisor representative and a registered representative in Indiana. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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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IN
03/02/2023 - Present
Cetera Investment Advisers LLC (MERRILLVILLE IN)
IN
01/06/2012 - 03/06/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (MERRILLVILLE IN)
IN
04/18/1997 - 12/31/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (MERRILLVILLE IN)
IA
Issued 3/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/9/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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