Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Amato is a financial advisor with Cetera Investment Advisers LLC. David has over 7 years of experience in the financial services industry. He has a Series 63, Series 66, and Series 7 licenses. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses. His areas of expertise include retirement planning, college savings, and estate planning. David is committed to providing his clients with personalized service 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.
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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NJ
04/12/2023 - Present
Cetera Investment Advisers LLC (WYCKOFF NJ)
NJ
06/21/2021 - 04/04/2023
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NJ
02/16/2018 - 11/03/2020
M HOLDINGS SECURITIES, INC. (Red Bank NJ)
NJ
03/10/2016 - 09/14/2017
PNC INVESTMENTS (EDISON NJ)
NJ
09/09/2015 - 02/25/2016
SORRENTO PACIFIC FINANCIAL, LLC (Middletown NJ)
NJ
11/19/2014 - 09/11/2015
METLIFE SECURITIES INC. (WALL TOWNSHIP NJ)
BC
Issued 10/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 1/6/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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