Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yeakel has been working in the financial industry since 1991 and is currently a registered investment advisor representative with Cetera Investment Advisers LLC. David is licensed in 18 states as a broker and two states as an Investment Advisor Representative. David has a wide range of experience in financial services, including financial planning, portfolio management, and investment advisory.
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.
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2
VA
03/21/2024 - Present
Cetera Investment Advisers LLC (FALLS CHURCH VA)
GA
11/03/1995 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
TX
10/10/1991 - 11/15/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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