Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Camilleri is an investment advisor representative registered with Integrated Wealth Concepts LLC. David is active in the industry since December 1996. David has earned licenses in Series 63, Series 65 and Series 7 and has been registered in Florida and Michigan. David has experience with individuals, high-net-worth individuals, pension and profit sharing plans, and corporations. David offers financial planning and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
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
MI
01/16/2024 - Present
Integrated Wealth Concepts LLC (BLOOMFIELD HILLS MI)
IA
Issued 08/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Camilleri is the right advisor for you? Invested Better is here to help.
