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 Quella is a financial advisor with LPL Financial LLC, a firm with over 168,000 clients and more than $50 billion in assets under management. David has been in the industry since 1983 and has extensive experience working with individual investors, corporations, and retirement plans. David is licensed to provide investment advice in Arizona, Georgia, Illinois, Minnesota, Missouri, Ohio, and Wisconsin.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/14/2018 - Present
LPL Financial LLC (APPLETON WI)
WI
01/29/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
10/31/2005 - 01/30/2009
SAGEPOINT FINANCIAL, INC. (APPLETON WI)
AZ
05/01/2001 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WI
06/02/1995 - 05/04/2001
SII INVESTMENTS, INC. (APPLETON WI)
ND
02/18/1987 - 06/02/1995
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
MA
05/13/1993 - 10/28/1993
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/28/1983 - 02/18/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 11/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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