Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chenet is a financial advisor with Presidio Capital Management, LLC. He has over 16 years of experience in the financial services industry. David has a strong background in investment management and financial planning, and is committed to providing personalized financial advice to help clients achieve their financial goals. David is also a Chartered Financial Analyst (CFA) charterholder. Prior to joining Presidio Capital Management, LLC, David was a financial advisor at LPL Financial LLC and First Allied Securities, Inc.
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.
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.
Selection of other advisers
1
2
CA
12/08/2022 - Present
Presidio Capital Management, LLC (SAN DIEGO CA)
NJ
04/26/2016 - 12/16/2022
LPL FINANCIAL LLC (BRIDGEWATER NJ)
NJ
02/03/2015 - 04/28/2016
FIRST ALLIED SECURITIES, INC. (BRIDGEWATER NJ)
GA
09/15/2009 - 12/23/2014
FIRST ALLIED SECURITIES, INC. (DULUTH GA)
CA
08/29/2006 - 09/18/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
BOTH
Issued 05/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/30/2009
Series 4 - Registered Options Principal Examination
BC
Issued 10/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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