Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carlinhos is a financial advisor with over 10 years of experience in the industry. David has a Series 6 and Series 63 license and has been registered with Ameritas Investment Company, LLC since January 2009. David is currently licensed in New Jersey. Prior to joining Ameritas, David was registered with Wachovia Securities, LLC. David has a strong background in the financial services industry and is committed to providing his clients with personalized financial advice.
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.
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.
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2
NJ
01/12/2009 - Present
Ameritas Investment Company, LLC (FAIRFIELD NJ)
NJ
04/10/2007 - 03/20/2008
WACHOVIA SECURITIES, LLC (KEARNY NJ)
BC
Issued 04/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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