Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Christopher Graffagnino is a financial advisor with over 40 years of experience in the industry. David is currently registered with M Holdings Securities, Inc. and has been with the firm since 2004. Prior to that, David worked at WS Griffith Securities, Inc., Prudential Securities Incorporated, Thomson McKinnon Securities Inc., Equico Securities, Inc., and The Equitable Life Assurance Society of the United States. David has held various positions in his career, including Registered Representative, Registered Options Principal, and General Securities Principal.
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.
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2
FL
05/26/2023 - Present
M Holdings Securities, Inc. (DAYTONA BEACH FL)
CT
04/08/1993 - 06/14/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NY
09/15/1989 - 04/13/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/19/1983 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
10/20/1980 - 10/28/1981
EQUICO SECURITIES, INC.
NA
05/18/1977 - 10/28/1981
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BC
Issued 01/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1995
Series 4 - Registered Options Principal Examination
BC
Issued 05/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 02/17/1983
Series 5 - Interest Rate Options Examination
BC
Issued 02/12/1983
Series 3 - National Commodity Futures Examination
BC
Issued 01/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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