Certified Financial Planner Board of Standards Inc
CFP (Investments, Insurance, Retirement, Estate and General Planning)
2001 - 2003
The American College
Chartered Financial Consultant, ChFC
2000 - 2002
The American College
Chartered Life Underwriter, CLU
1999 - 2001
University of Utah
Bachelor of Arts (BA) (Finance)
David Pearson's Skills
Securities
Financial Advisory
Insurance
Personal Financial Planning
Investment Services Program Management
Financial Planners
Sales
Research
Financial Analysis
Strategic Planning
David Pearson's Summary
David Pearson, based in Midvale, UT, US, is currently a Regional Director at Cetera Advisor Networks LLC, bringing experience from previous roles at Peak Financial Network Solutions, Cetera Advisor Networks LLC, member FINRA/SIPC, Beneficial Investment Services, Inc and Linsco/Private Ledger Corp. David Pearson holds a 2001 - 2003 CFP in Investments, Insurance, Retirement, Estate and General Planning @ Certified Financial Planner Board of Standards Inc. With a robust skill set that includes Securities, Financial Advisory, Insurance, Personal Financial Planning, Investment Services Program Management and more, David Pearson contributes valuable insights to the industry. David Pearson has 3 emails and 1 mobile phone number on RocketReach.