Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid B Lando is a financial advisor with over 20 years of experience in the industry. David B Lando is registered with Wells Fargo Clearing Services, LLC and is currently based in McLean, Virginia. David B Lando is a Registered Representative in New York, Texas, and Virginia. Previous roles include SunTrust Investment Services, INC. in Alexandria and Atlanta, GA. David B Lando is a Series 7, Series 26, and Series 66 licensed professional. David B Lando is also licensed in 32 states to provide investment advice. David B Lando works with a diverse set of clients including high net worth individuals, corporations, and charitable organizations. Clients of David B Lando have access to services such as financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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
VA
11/19/2009 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
VA
02/13/2006 - 11/16/2009
SUNTRUST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
GA
05/31/2002 - 01/30/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
BOTH
Issued 07/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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