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. Vessella is a financial advisor with Equity Services, Inc. located in Warwick, RI. David has been in the financial services industry since 1994. Prior to joining Equity Services, Inc., David worked at Allstate Financial Services, LLC, MSI Financial Services, Inc., CCO Investment Services Corp., LPL Financial Corporation, IFMG Securities, Inc., BankBoston Investor Services, Inc., Essex National Securities, Inc., Allmerica Investments, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. David specializes in providing financial advice to individuals, corporations, and retirement plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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RI
03/29/2019 - Present
Equity Services, Inc. (WARWICK RI)
RI
10/17/2016 - 02/01/2019
ALLSTATE FINANCIAL SERVICES, LLC (WARWICK RI)
RI
10/05/2012 - 10/04/2016
MSI FINANCIAL SERVICES, INC. (WARWICK RI)
RI
10/06/2010 - 10/10/2012
CCO INVESTMENT SERVICES CORP. (WARWICK RI)
RI
05/27/2008 - 10/04/2010
LPL FINANCIAL CORPORATION (CRANSTON RI)
RI
03/21/2000 - 05/27/2008
IFMG SECURITIES, INC. (CRANSTON RI)
MA
05/05/1999 - 11/17/1999
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
CA
04/01/1998 - 05/03/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MA
09/20/1996 - 04/01/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
MA
06/03/1992 - 08/02/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/03/1992 - 08/02/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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