Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Izzi is a financial professional with over 30 years of experience in the industry. David is currently registered with Brown, Lisle/cummings, Inc. and has been with the firm since December 1990. David has a broad range of experience in the financial services industry, including portfolio management for individuals and businesses. David is a licensed investment advisor representative and has earned several professional designations.
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.
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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RI
05/25/2007 - Present
Brown, Lisle/cummings, Inc. (PROVIDENCE RI)
MA
03/20/1990 - 12/31/1990
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
IA
Issued 05/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/07/1993
Series 4 - Registered Options Principal Examination
BC
Issued 09/21/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/01/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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