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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 Biunno is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has over 13 years of experience in the financial services industry. David is a registered representative in New Jersey and Texas. David holds the Series 66, Series 7 and SIE securities licenses. David has a strong background in providing financial advice to individuals, corporations, and institutions. David specializes in portfolio management, investment planning, and retirement planning. David is committed to providing personalized financial advice to help clients reach 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
01/09/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SUMMIT NJ)
NJ
01/03/2011 - 07/27/2016
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
NJ
04/09/2010 - 12/22/2010
AXA ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 06/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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