Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burzotta is a financial advisor currently working for Wells Fargo Clearing Services, LLC, based in THE VILLAGES, FL. David has been in the financial industry since 1999 and has worked for multiple firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., SunTrust Investment Services, Inc., and Banc of America Investment Services, Inc. David is licensed to provide financial advice in 27 states and holds several professional licenses, including Series 7, Series 26, Series 63, and Series 66. David specializes in providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, charitable organizations, and insurance 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.
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
FL
02/16/2011 - Present
Wells Fargo Clearing Services, LLC (THE VILLAGES FL)
FL
03/08/2006 - 02/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCALA FL)
FL
07/29/2005 - 03/08/2006
ADVEST, INC. (THE VILLAGES FL)
GA
05/31/2000 - 08/08/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
MA
07/30/1999 - 05/22/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 04/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
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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