Invested Better
Unclaimed

Unclaimed

Unclaimed

David Adam Popalardo

Paychex Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Adam Popalardo

David Popalardo is a financial advisor with Paychex Securities Corp. David has been in the financial services industry since 2001 and has a proven track record of success. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

David Popalardo is currently registered with Paychex Securities Corp.. Paychex Securities Corp. is a corporation formed in 1995 and approved in all 50 states, as well as the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

117

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Popalardo’s Registration & Firm History

AZ

01/11/2021 - Present

Paychex Securities Corp. (Phoenix AZ)

AZ

01/02/2013 - 12/31/2020

MML DISTRIBUTORS, LLC (PHOENIX AZ)

AZ

04/17/2012 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (PHOENIX AZ)

VA

01/22/2009 - 03/29/2012

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CT

04/11/2000 - 11/12/2007

ING FINANCIAL ADVISERS, LLC (HARTFORD CT)

Not sure if David Adam Popalardo is right for you?

Licenses & Designations

BC

Issued 07/27/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Adam Popalardo.
Not sure if David Adam Popalardo is right for you?