David
Roberts
Vima, LLC
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About this Advisor
David Roberts is a certified financial planner based in Troy, Michigan who has 3 years of relevant experience. Roberts is on the advisory team at Vima, LLC. Over the course of their career, Roberts has held roles at Investment Solutions Advisors, LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Waddell & Reed Inc, Zeiders Enterprise, Minnesota Life, Securian Financial Services Inc, Securian Financial Group, Financial Strategies Group, Inc and Vima, LLC. Roberts maintains a Series 63 license, certifying them as a securities broker, and is registered to work in Michigan. Vima, LLC is a financial advisory business with a branch in Troy, Michigan.
Certifications and Registrations
Years Registered*
Office Location
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David Roberts Work History
David has been registered as a financial advisor for 3 years.*
Vima, LLC
Zeiders Enterprise
Financial Strategies Group, Inc
Minnesota Life
Securian Financial Services Inc
Securian Financial Group
Mass Mutual Life Insurance Company
Mml Investors Services
Waddell & Reed Inc
Investment Solutions Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
