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David Russel Green is a financial advisor professional located in Ankeny, IA. They specialize in financial advisory. With over 19 years of experience, they bring deep expertise to every client.
David Russel Green - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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David Russel Green operates Cetera Wealth Services, LLC in Ankeny, Iowa. With 19 years in the financial advisory industry, he brings substantial experience to wealth management and financial planning. His practice is registered under FINRA CRD, the regulatory framework governing investment advisors and broker-dealers. Cetera Wealth Services serves clients seeking guidance on financial strategy and portfolio management.
David Russel Green holds a FINRA CRD registration, which indicates he operates under the oversight of the Financial Industry Regulatory Authority. This registration signals that he meets baseline competency and disclosure requirements to offer investment advice and manage client assets. FINRA CRD registration requires ongoing compliance with regulatory standards and consumer protection rules, providing clients with a framework for accountability and dispute resolution through established industry channels.