Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wieseneck is a financial professional with over 20 years of experience in the industry. David has a strong track record of success in providing financial advice and investment management services to a wide range of clients. David is currently registered with Concourse Financial Group Securities, Inc. and Cetera Investment Advisers LLC. David's primary focus is on providing comprehensive financial planning and investment management services to individuals, families, and businesses. David is committed to helping his clients achieve their financial goals. David is also an attorney licensed in the state of Florida and provides legal services in addition to his financial 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/28/2020 - Present
Concourse Financial Group Securities, Inc. (Tequesta FL)
FL
01/25/2012 - 02/11/2020
RAYMOND JAMES & ASSOCIATES, INC. (PALM BEACH GARDENS FL)
FL
06/01/2009 - 02/01/2012
MORGAN STANLEY SMITH BARNEY (NORTH PALM BEACH FL)
FL
05/11/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NORTH PALM BEACH FL)
FL
03/16/2000 - 06/08/2007
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
BOTH
Issued 04/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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