Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Paciorek is a financial advisor with over 25 years of experience in the financial industry. David has been with Raymond James Financial Services Advisors, Inc since 2009. Previously, David worked for Citigroup Global Markets Inc., UBS Financial Services Inc. and National Planning Corporation. David is licensed to sell securities in numerous states and has earned the Series 6, 7, 31 and 66 licenses, as well as the SIE. David has a strong track record of success in 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.
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
05/27/2021 - Present
Raymond James Financial Services Advisors, Inc. (Ft, Myers FL)
NY
10/09/2006 - 05/19/2009
CITIGROUP GLOBAL MARKETS INC. (HAUPPAUGE NY)
NY
11/01/1999 - 10/16/2006
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
CA
05/14/1999 - 11/02/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
08/12/1997 - 05/17/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 2/7/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 2/5/1999
Series 7 - General Securities Representative Examination
BC
Issued 8/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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