Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Warren Lien is a financial advisor in IRVINE, CA, with over 7 years of experience in the industry. David Lien is registered with Ameritas Advisory Services, LLC, and has been with the firm since November 2021. David Lien is also registered in 7 states including Arizona, California, Massachusetts, North Carolina, Oregon and Virginia. Before joining Ameritas Advisory Services, LLC, David Lien was registered with SECurian Financial Services, INC. and Edward Jones. David Lien offers a variety of financial services, including financial planning, portfolio management, and insurance solutions.
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.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (IRVINE CA)
CA
01/19/2016 - 06/13/2019
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
CA
03/17/2014 - 11/13/2014
EDWARD JONES (TUSTIN CA)
BOTH
Issued 06/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Lien is the right advisor for you? Invested Better is here to help.
