Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Friello is a financial professional with over 20 years of experience in the industry. David is registered with Cambridge Investment Research Advisors, Inc. David's experience includes working with various independent insurance companies and holding advisory roles with MML INVESTORS SERVICES, LLC. and MSI FINANCIAL SERVICES, INC. David specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisers, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
06/23/2017 - Present
Cambridge Investment Research Advisors, Inc. (Erie PA)
PA
03/25/2017 - 06/30/2017
MML INVESTORS SERVICES, LLC (Erie PA)
PA
12/01/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MEADVILLE PA)
PA
12/01/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
NJ
07/10/1996 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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