Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Miele is a financial professional with over 18 years of experience in the industry. David is currently registered with Foreside Fund Services, LLC, and has held previous roles with LBMZ Securities, Inc., Fred Alger & Company, Incorporated, ING Financial Advisors, LLC, and TD Waterhouse Investor Services, Inc.. David is licensed to provide investment advice and services in 53 states and jurisdictions across the United States. David holds Series 63, SIE, and Series 7 licenses, demonstrating a strong commitment to professional development and upholding ethical standards in the financial services industry.
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.
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.
1
2
NY
08/27/2024 - Present
Foreside Fund Services, LLC (Garden City NY)
IL
04/04/2018 - 07/09/2024
LBMZ SECURITIES, INC. (CHICAGO IL)
NY
06/07/2007 - 10/20/2017
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NJ
09/30/2005 - 04/25/2007
ING FINANCIAL ADVISERS, LLC (FLORHAM PARK NJ)
NE
10/13/2004 - 09/07/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 11/16/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Miele is the right advisor for you? Invested Better is here to help.
