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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shenassa is an experienced financial advisor with over 25 years of industry experience. David is currently registered with Centaurus Financial, Inc. and is based in Santa Monica, California. David is Series 6 and 63 licensed and holds the SIE designation, indicating that they are well-versed in securities trading and investment advice. David has a diverse background in the financial services industry, having worked with various firms, including EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and Mutual Service Corporation. David specializes in providing financial advice and portfolio management for individuals, businesses, and high-net-worth clients. Their services encompass financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
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CA
03/18/1999 - Present
Centaurus Financial, Inc. (SANTA MONICA CA)
NY
04/12/1995 - 01/11/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
04/12/1995 - 01/11/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MA
02/04/1993 - 09/20/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 12/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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