Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grimaldi is a financial advisor registered with Integrated Wealth Concepts LLC in Glastonbury, CT. David has been in the financial services industry since January 15, 1984 and has a total of 10 state registrations. David is also a Certified Financial Planner™ professional. David is a Registered Representative of LPL Financial, which is a separate and independent firm from Integrated Wealth Concepts LLC. The advisor's firm has offices in Waltham, MA.
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.
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.
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CT
10/13/2016 - Present
Integrated Wealth Concepts LLC (Glastonbury CT)
CT
12/04/2003 - 10/12/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
IN
12/04/2003 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/12/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
CT
04/26/2000 - 04/15/2002
INFINEX INVESTMENTS, INC. (MERIDEN CT)
IL
03/03/1998 - 04/25/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
FL
12/06/1996 - 01/21/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
WI
04/04/1995 - 01/29/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
PA
10/03/1991 - 04/13/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
MA
09/14/1990 - 09/19/1991
CAMBRIDGE-NEWPORT COMPANY, INC. (SPRINGFIELD MA)
WI
12/26/1986 - 11/15/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
09/15/1983 - 12/12/1986
CIGNA SECURITIES, INC.
IA
Issued 10/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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