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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goldstein is a financial advisor who has been in the industry for over 30 years. David has a diverse background in financial services, working with Cetera Investment Advisers LLC, National Planning Corporation, and Royal Alliance Associates, Inc. David Goldstein is a Certified Financial Planner and is registered with the state of New York as an Investment Advisor Representative. David specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients, including individuals, families, and businesses. David is committed to helping his clients achieve their financial goals.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (BROOKLYN NY)
NY
11/14/2017 - 02/28/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Brooklyn NY)
NY
02/22/2000 - 11/06/2017
NATIONAL PLANNING CORPORATION (BROOKLYN NY)
AZ
02/22/1999 - 02/25/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
11/12/1993 - 02/22/1999
CADARET, GRANT & CO., INC. (SYRACUSE NY)
BC
Issued 12/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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