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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allegra is a financial advisor with Cambridge Investment Research Advisors, Inc. David has been in the financial services industry since June 1994. David's firm has offices in Madison, NJ. David has passed several industry exams, including the Series 7, Series 6, and Series 63 exams. David is a Registered Representative and an Investment Advisor Representative, and is registered to provide investment advice and securities services in Alabama, Delaware, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and South Carolina. David also holds the designation of Personal Financial Specialist. David has a history of working for Royal Alliance Associates, Inc., TFS Securities, Inc., Prime Capital Services, Inc., and C.J.M. Planning Corp. David's areas of expertise include financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. David has worked at Cambridge Investment Research Advisors, Inc. since August 2016.
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
NJ
08/17/2016 - Present
Cambridge Investment Research Advisors, Inc. (Madison NJ)
NJ
11/02/2007 - 08/22/2016
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
11/16/2000 - 11/13/2007
TFS SECURITIES, INC. (MURRAY HILL NJ)
NY
06/25/1996 - 11/22/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NJ
06/30/1994 - 07/18/1996
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
BC
Issued 07/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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