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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 Kamlet is a financial advisor with over 30 years of experience in the industry. David has been with LPL Financial LLC since October 2022. Previously, David worked for Cantella & Company, Inc., and Securities America, Inc.. David holds Series 7, 63, and 65 licenses. David is a Registered Representative and Investment Advisor Representative. David is registered in 12 states. David is a notary public. David's expertise lies in portfolio management for individuals and businesses. David's primary focus is on financial planning, pension consulting, and educational seminars. David's commitment to providing personalized financial advice has earned the respect of clients across the country.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
10/24/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
11/23/1999 - 11/07/2022
CANTELLA & CO., INC. (WOODBURY NY)
NE
01/13/1995 - 11/23/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
NA
10/03/1994 - 01/18/1995
MERIDIAN, DUNHILL & CO., INC.
NY
03/13/1992 - 10/03/1994
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
NY
05/29/1991 - 01/01/1992
CASTLE SECURITIES CORP. (FREEPORT NY)
NY
05/17/1990 - 07/05/1990
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NJ
06/16/1989 - 05/10/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
06/16/1989 - 05/10/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
08/08/1988 - 03/10/1989
INVESTORS CENTER, INC.
IA
Issued 09/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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