Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Angeli is a financial advisor with over 10 years of experience in the industry. David has a broad range of experience and holds several licenses, including Series 6, 7, 63, and 66. David currently works at PGIM Investments, LLC and previously worked for Millington Securities, Inc., Foreside Fund Services, LLC, Quasar Distributors, LLC, HRC Fund Associates, LLC, and Chase Investment Services Corp. David specializes in providing investment advice to sponsors of wrap account platforms, investment companies, and business development companies.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
11/01/2021 - Present
Pgim Investments LLC (Newark NJ)
NJ
01/06/2020 - 08/19/2020
MILLINGTON SECURITIES, INC. (RED BANK NJ)
NJ
01/03/2017 - 12/31/2019
FORESIDE FUND SERVICES, LLC (Red Bank NJ)
ME
05/15/2013 - 12/31/2016
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
06/09/2011 - 04/23/2013
HRC FUND ASSOCIATES, LLC (NEW YORK NY)
NY
01/15/2010 - 05/26/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 06/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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