Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Tschetter is a financial advisor registered with Tschetter Group. David is a licensed Investment Advisor Representative. David's experience includes working for D.A. DAVIDSON & CO., Tschetter Wealth Advisors, Purshe Kaplan Sterlings Investments, and Tschetter Group.
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.
Helps you choose top advisors aligned with your financial 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.
1
2
WA
05/01/2019 - Present
Tschetter Group (BELLEVUE WA)
WA
04/02/2012 - 10/08/2017
D.A. DAVIDSON & CO. (BELLEVUE WA)
IA
Issued 01/10/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Tschetter is the right advisor for you? Invested Better is here to help.
