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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morley is a financial advisor with Cetera Investment Advisers LLC. David has been working in the financial industry since 2000. David has a Series 66, SIE and Series 7 licenses. David has worked at several firms, including Avantax Investment Services, Inc. and FSC Securities Corporation. David is registered in 11 states to provide investment advisory services to individuals, corporations, and trusts. David is a registered representative with Cetera Investment Advisers LLC and a president at Select Wealth Management, PC. David is also a trustee for various individuals and a CFO at Champlin Exploration, Inc. and DJM Investments, Inc. David specializes in financial planning, portfolio management, and investment advisory services.
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
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (ENID OK)
OK
09/16/2013 - 12/20/2021
AVANTAX INVESTMENT SERVICES, INC. (Enid OK)
OK
03/02/2001 - 10/03/2013
FSC SECURITIES CORPORATION (ENID OK)
TX
10/06/2000 - 03/20/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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