Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A. Radoccia is a financial professional with over 35 years of experience in the industry. David is currently registered with World Investment Advisors, LLC and has been with the firm since November 2018. David has also worked with several other firms, including Meridian Financial Group, Inc., Jefferson Pilot Securities Corporation and Linsco/Private Ledger Corp. David is a Certified Financial Planner and a Chartered Financial Consultant, and has a broad range of experience in investment advisory services including financial planning, pension consulting and portfolio management.
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
CA
05/02/2017 - Present
World Investment Advisors, LLC (SANTA BARBARA CA)
RI
12/27/2018 - 03/29/2022
MERIDIEN FINANCIAL GROUP, INC. (PROVIDENCE RI)
RI
05/14/1999 - 12/12/2018
MERIDIEN FINANCIAL GROUP, INC. (PROVIDENCE RI)
IN
06/22/1998 - 05/03/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
SC
08/05/1997 - 07/07/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
01/14/1986 - 08/05/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
BC
Issued 03/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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