Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Auterson is a financial professional with over 11 years of experience in the industry. David is a registered representative and investment advisor representative with Thrivent Investment Management Inc. Currently, David works in the Marlton office of Thrivent Investment Management Inc. David holds the Series 7, Series 66 and SIE securities licenses. David specializes in financial planning and portfolio management.
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.
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
NJ
04/04/2023 - Present
Thrivent Investment Management Inc. (Marlton NJ)
NJ
07/19/2012 - 12/31/2014
THRIVENT INVESTMENT MANAGEMENT INC. (PRINCETON NJ)
BOTH
Issued 08/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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