Unclaimed
David Carlo Fanciullacci is a financial advisor associated with Raymond James & Associates, Inc. David has been in the financial services industry since 2012. David is licensed in 29 states and is registered with FINRA. David's current registrations include Series 7 and 66 licenses. David also holds the SIE license. David provides a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management. David has expertise in various financial areas and works with a range of clients, including individuals, corporations, and institutions.
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.
Please see note in schedule d - miscellaneous
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
06/17/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/03/2012 - 09/11/2013
INTERNATIONAL ASSETS ADVISORY, LLC (TAMPA FL)
BOTH
Issued 01/28/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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