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 Passanisi is a financial advisor with Fidelity Personal AND Workplace Advisors. David has over 23 years of experience in the financial services industry. David is registered with FINRA and the states of New York and Texas. David is also a registered investment advisor in New York and Texas. David's specializations include: investment advisory services, financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
NY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
02/16/2000 - 06/19/2000
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/06/1995 - 12/07/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 03/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David Passanisi is the right advisor for you? Invested Better is here to help.
