Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid C. Vespoli is a financial advisor with over 20 years of experience in the financial industry. David is registered with Stratos Wealth Partners, Ltd. and is currently licensed to sell securities in Arizona, Florida, Illinois, Indiana, Kansas, Louisiana, Michigan, Missouri, North Carolina, Ohio, Oregon, and Texas. David is a Series 7, Series 31 and Series 66 licensed professional. David specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. David is committed to helping 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.
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.
Percentage of assets under management with third party managers
1
2
OH
03/08/2016 - Present
Stratos Wealth Partners, Ltd. (Akron OH)
OH
06/01/2009 - 07/27/2009
MORGAN STANLEY SMITH BARNEY (AKRON OH)
OH
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (AKRON OH)
OH
06/03/2005 - 04/02/2007
MORGAN STANLEY DW INC. (AKRON OH)
NJ
01/21/2004 - 06/17/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 01/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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