Unclaimed
David Ranegan is a financial advisor with LPL Financial LLC. David has over 14 years of experience in the financial services industry. David is registered in Florida and New York. David holds FINRA Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination. Prior to joining LPL Financial, David has held positions at Fidelity Brokerage Services LLC, MML Investors Services, LLC and MetLife Securities Inc.
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
NY
08/18/2022 - Present
LPL Financial LLC (SYOSSET NY)
NY
09/23/2020 - 05/11/2022
FIDELITY BROKERAGE SERVICES LLC (PLAINVIEW NY)
NY
04/09/2018 - 09/15/2020
MML INVESTORS SERVICES, LLC (ELMSFORD NY)
NY
11/24/2008 - 12/08/2010
METLIFE SECURITIES INC. (HAUPPAUGE NY)
BC
Issued 11/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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