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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dominic Panebianco is an investment advisor representative registered with Hudson Valley Investment Advisors, Inc. David has been in the financial industry since 2000. David is licensed in New York. David specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, and investment companies. David has a Series 7, Series 63, and Series 65 license.
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.
Strategic management for diversified investment portfolios.
Investment and 1031 exchange consulting 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.
A percentage of the total value of assets under management is charged.
Plan assets under advisement
1
2
NY
06/01/2022 - Present
Hudson Valley Investment Advisors, Inc. (GOSHEN NY)
TN
04/28/2006 - 12/02/2011
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NY
02/24/2004 - 04/10/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (NEW YORK NY)
NE
06/26/2002 - 02/25/2004
NATIONAL INVESTOR SERVICES CORP. (BELLEVUE NE)
NE
02/16/2000 - 06/27/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 06/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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