Unclaimed
David Anthony Scigliuto is a financial advisor with over 35 years of experience in the financial services industry. David has been registered with Raymond James Financial Services Advisors, Inc. since 2016 and previously worked for LPL Financial LLC from 2002 to 2016. David is a Certified Financial Planner and holds Series 7, 24 and 63 licenses. David offers a variety of financial planning services to individuals, businesses, and institutions, including portfolio management, retirement planning, and estate planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/02/2016 - Present
Raymond James Financial Services Advisors, Inc. (LARGO FL)
FL
05/28/2002 - 02/22/2016
LPL FINANCIAL LLC (LARGO FL)
MO
11/25/1986 - 06/04/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 01/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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