Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Balestriere is a financial advisor with Edelman Financial Engines, located in Boca Raton, FL. David has over 15 years of experience in the financial services industry. David is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
11/01/2018 - Present
Edelman Financial Engines (BOCA RATON FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BOCA RATON FL)
FL
03/05/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BOCA RATON FL)
FL
09/04/2009 - 03/04/2013
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
FL
07/18/2008 - 08/21/2009
TD AMERITRADE, INC. (FT. LAUDERDALE FL)
FL
12/01/2004 - 07/15/2008
PRUCO SECURITIES, LLC. (ORLANDO FL)
AL
05/11/2004 - 11/22/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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