Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zavarelli is a financial advisor with over 17 years of experience in the industry. David is registered with LPL Financial LLC and holds Series 7, 24, 52, 53, 63 and 66 licenses. David previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and EDWARD JONES. David has been a Registered Representative since July 24, 2006 and is currently registered in Connecticut and Texas. David specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
1
2
CT
03/07/2022 - Present
LPL Financial LLC (DANBURY CT)
CT
10/03/2008 - 05/08/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (DANBURY CT)
CT
07/25/2006 - 10/07/2008
EDWARD JONES (MIDDLEBURY CT)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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