Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Locurcio is an investment advisor representative with Cadaret, Grant & CO., Inc. in Pittsford, NY. David has been in the industry since April 1986, and has a wealth of experience in financial planning and investment management. David holds several licenses, including Series 6, 7, 22, 26, 62, 63 and 65. In addition to his advisory work, David also sells life, health and disability insurance products. David is committed to providing his clients with personalized financial advice and guidance to help them reach 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
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (PITTSFORD NY)
OH
09/04/1998 - 12/20/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
09/19/1995 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NJ
04/11/1986 - 09/20/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/03/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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