Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carrara is a financial advisor with Citizens Securities, Inc., based in Davidson, NC. David has been working in the financial industry since January 2000. David's primary office location is Davidson, NC, and their secondary office location is Westwood, MA. Citizens Securities, Inc., has offices located throughout the United States. David is registered in Connecticut, Delaware, Florida, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, and Vermont. David holds a Certified Financial Planner designation and has earned a Series 3, 7, 24, 63, and 65 license. David offers financial planning services, portfolio management for individuals, and participation in a wrap fee program. Citizens Securities, Inc. is a registered investment advisor with over 53,000 clients and manages over $9 billion in assets.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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NC
11/18/2021 - Present
Citizens Securities, Inc. (DAVIDSON NC)
NC
04/13/2021 - 11/10/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
NC
09/27/2006 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
MO
06/22/2004 - 10/15/2004
EDWARD JONES (ST. LOUIS MO)
NY
06/14/1999 - 06/14/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
08/11/1997 - 06/08/1999
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 11/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2003
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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