Unclaimed
David Camelio is a financial advisor with The Leaders Group, Inc. based in Littleton, CO. David has been in the financial industry since 2000 and has a strong track record of providing comprehensive financial planning and investment advice to individuals and families.
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.
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.
1
2
CO
08/24/2016 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MA
03/20/2012 - 08/11/2016
HORNOR, TOWNSEND & KENT, INC. (NORTH ATTLEBORO MA)
MA
02/27/2009 - 01/12/2012
LPL FINANCIAL LLC (SOUTHBOROUGH MA)
MA
05/10/2005 - 02/27/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (WALTHAM MA)
DE
02/29/2000 - 04/08/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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