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 Reo is a financial advisor with over 30 years of experience in the industry. David is currently registered with IP Financial Advisory Services LLC. David has previously worked with firms such as SUMMIT BROKERAGE SERVICES, INC., J.P. TURNER & COMPANY, L.L.C., INVESTORS CAPITAL CORP., SUNPOINT SECURITIES, INC., and AMERICAN CAPITAL CORPORATION. David is a registered representative and investment advisor representative with licenses in New York, South Carolina and other states. David offers financial planning, portfolio management, and other services.
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.
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 services to qualified retirement plans
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.
Recurring fees
1
2
NY
10/26/2021 - Present
IP Financial Advisory Services LLC (Rensselaer NY)
NY
09/16/2015 - 03/21/2016
SUMMIT BROKERAGE SERVICES, INC. (Rensselear NY)
NY
12/07/1999 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (RENSSELAER NY)
MA
11/29/1999 - 12/08/1999
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
TX
02/01/1994 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
PA
04/12/1991 - 11/09/1993
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
BOTH
Issued 09/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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