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 Pellegrino is a financial advisor with over 27 years of experience in the financial industry. David is currently registered with Centaurus Financial, Inc. and is licensed to provide investment advice and services in Arizona, Delaware, District of Columbia, Florida, Georgia, Illinois, Maryland, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Texas and Tennessee. Previously, David worked with FIRST ALLIED SECURITIES, INC., FFP SECURITIES, INC., SIGNATOR INVESTORS, INC., INTERSECURITIES, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and NEW ENGLAND SECURITIES. David has a strong track record of providing financial advice and services to a wide range of clients, including individuals, corporations, and high-net-worth individuals. David specializes in financial planning, portfolio management, pension consulting, educational seminars, and market timing services. David holds the Series 6, Series 7, Series 63, and Series 65 licenses.
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
MD
12/14/2011 - Present
Centaurus Financial, Inc. (BEL AIR MD)
MD
05/30/2008 - 12/15/2011
FIRST ALLIED SECURITIES, INC. (BEL AIR MD)
MD
04/11/2002 - 05/30/2008
FFP SECURITIES, INC. (BEL AIR MD)
MA
12/05/2000 - 04/10/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
FL
03/31/2000 - 10/30/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IN
08/12/1996 - 03/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/12/1996 - 03/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
01/16/1995 - 08/09/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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