Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bastoni is a financial advisor with Allworth Financial, LP in Folsom, California. David has been in the financial services industry since August 18, 1994 and is registered with the state of California. David has a wide range of experience in the industry and is able to provide financial planning, investment management, and other services to a variety of clients, including individuals, families, businesses, and charitable organizations. David holds the Series 6, 7, 24, 63, 99TO, and SIE licenses. David is also a volunteer for the annual Ducks Unlimited Folsom banquet and is an owner of rental property in Folsom, California.
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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2
CA
01/01/2025 - Present
Allworth Financial, LP (FOLSOM CA)
CA
09/17/1997 - 12/01/2020
SECURITIES AMERICA, INC. (ROCKLIN CA)
IN
08/19/1994 - 09/24/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/19/1994 - 09/24/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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