Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alexander Prieto is a financial advisor currently registered with Equitable Advisors, LLC. David has been in the financial services industry for 10 years and has earned their Series 7, Series 66, and SIE securities licenses. David is registered to offer investment advice in 52 states and the District of Columbia. David works with a wide range of clients, including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit sharing plans, and insurance companies. Equitable Advisors, LLC is a large financial firm with a diverse range of services, including financial planning, investment management, and insurance. The firm has over 4230 licensed agents and 3947 investment advisor representatives.
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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FL
09/14/2023 - Present
Equitable Advisors, LLC (MIAMI FL)
BOTH
Issued 08/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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