Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rabideau is an investment advisor representative at Merrill Lynch, Pierce, Fenner & Smith Inc., based in Greenwich, Connecticut. David has over 20 years of experience in the financial services industry. David is a registered investment advisor in Connecticut and Texas and holds Series 7 and 66 licenses. David has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. David also has experience providing financial planning services. David is committed to providing his clients with personalized financial advice and helping them 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CT
07/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENWICH CT)
CT
04/10/2017 - 07/06/2022
CITI PRIVATE ADVISORY, LLC (Greenwich CT)
CT
05/29/2007 - 07/06/2022
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
CT
02/16/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (GREENWICH CT)
BOTH
Issued 04/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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