Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Petruzzelli is a financial advisor with over 30 years of experience in the industry. David currently works with LPL Financial LLC and is registered with the state of Massachusetts to offer investment advice. David has previously worked with several other firms including MML Investors Services, LLC, Quick & Reilly, Inc., FIS Securities, Inc., MDS Securities Incorporated, Shawmut Brokerage, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Scudder Fund Distributors, Inc. David specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. David is committed to helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
06/08/2017 - Present
LPL Financial LLC (LONGMEADOW MA)
MA
09/09/2003 - 05/01/2017
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
NY
09/25/2000 - 09/11/2003
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/02/1996 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
IN
03/28/1994 - 12/31/1995
MDS SECURITIES INCORPORATED (CARMEL IN)
NA
01/20/1994 - 03/28/1994
SHAWMUT BROKERAGE, INC.
NY
03/06/1991 - 01/04/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/22/1990 - 04/16/1990
SCUDDER FUND DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1991
Series 7 - General Securities Representative Examination
BC
Issued 11/21/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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