Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dominic Marsico is a financial advisor with Cetera Investment Advisers LLC. David Dominic Marsico has been in the financial industry since 2006. David Dominic Marsico is registered with the state of Pennsylvania and Texas. David Dominic Marsico specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors. David Dominic Marsico has also worked with Securian Financial Services, Inc., Pershing LLC and Lockwood Advisors, Inc. David Dominic Marsico is a Certified Financial Planner.
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.
1
2
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (MEDIA PA)
PA
01/20/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)
PA
01/15/2008 - 01/19/2016
PERSHING LLC (KING OF PRUSSIA PA)
PA
10/22/2007 - 01/17/2008
SECURIAN FINANCIAL SERVICES, INC. (MEDIA PA)
BC
Issued 10/30/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 9/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/8/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Marsico is the right advisor for you? Invested Better is here to help.
