David Christopher Edelman

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-09-30 → 2012-02-10
  Waddell & Reed
  St Paul, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: THE SERVION GROUP DBA SERVION FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION SERVICE ORGANIZATION / DBA FOR INSURANCE & FINANCIAL SERVICES; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SERVING THE INVESTMENT NEEDS OF CLIENTS; 3. NAME OF OTHER BUSINESS: MILL CITY CREDIT UNION; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 7/2021; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SERVE MILL CITY CREDIT UNION MEMBERS FINANCIAL NEEDS; 4. NAME OF OTHER BUSINESS: MILL CITY INVESTMENT SERVICES; INVESTMENT RELATED: YES; ADDRESS: 10653 WAYZATA BLVD MINNETONKA, MN 55305; NATURE OF BUSINESS: FINANCIAL SERVICES; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; START DATE: 8/2021; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES FOR MILL CITY CREDIT UNION MEMBERS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-16
• S63 Uniform Securities Agent State Law Examination
  2009-07-03

Other Names

• David Edelman