Unclaimed
David Andrew Parker is a financial advisor at World Investment Advisors, LLC, with over 30 years of experience in the financial services industry. David holds a Series 63 and SIE licenses and is registered in 14 states. David has previously worked with Cetera Advisor Networks LLC, Tower Square Securities, Inc., MML Investors Services, Inc., Chubb Securities Corporation, and EquiCo Securities, Inc.. David is a specialist in the areas of retirement planning, fixed insurance, employee benefits, and portfolio management.
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.
1
2
NY
10/17/2022 - Present
World Investment Advisors, LLC (White Plains NY)
NY
09/03/2013 - 09/01/2020
CETERA ADVISOR NETWORKS LLC (WHITE PLAINS NY)
NY
05/12/1998 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WHITE PLAINS NY)
MA
11/28/1995 - 05/28/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
04/27/1995 - 12/17/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MA
06/12/1993 - 02/28/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/09/1989 - 03/09/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/09/1989 - 03/09/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
05/29/1987 - 02/23/1988
NYLIFE SECURITIES INC.
BC
Issued 07/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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