Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Achzet is an Investment Advisor Representative with Quint Capital Corp. and Pierce Wealth Partners, Inc.. David has been working in the securities industry since 1992. David has a strong background in compliance and has worked as an outsourced CCO for several firms. David is licensed in Connecticut for life insurance and variable annuity products. David is dedicated to providing clients with high-quality advice and service.
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.
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
NY
04/05/2024 - Present
Quint Capital Corp. (NEW YORK NY)
NJ
03/01/2024 - 04/03/2024
ALTERNATIVE EXECUTION GROUP (BAYONNE NJ)
NY
03/31/2023 - 05/04/2023
DOMINARI SECURITIES LLC (New York NY)
CT
08/06/2019 - 08/17/2022
FIELDPOINT PRIVATE SECURITIES, LLC (GREENWICH CT)
CT
08/11/2015 - 07/23/2019
VISION BROKERAGE SERVICES, LLC (Stamford CT)
CT
08/11/2015 - 07/23/2019
VISION FINANCIAL MARKETS LLC (Stamford CT)
CT
03/29/2011 - 07/27/2015
SOURCE CAPITAL GROUP, INC. (WESTPORT CT)
MD
06/04/2008 - 03/04/2009
THE RIDERWOOD GROUP INCORPORATED (TOWSON MD)
CT
10/29/1999 - 06/01/2006
SYMETRA INVESTMENT SERVICES, INC. (NORWALK CT)
NY
11/04/1996 - 12/31/1997
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NC
05/16/1994 - 04/16/1996
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
01/27/1994 - 04/14/1994
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
CT
02/28/1991 - 12/23/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
06/17/1987 - 01/25/1991
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NA
11/25/1983 - 06/23/1987
E. F. HUTTON & COMPANY INC
BOTH
Issued 04/21/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/20/2011
Series 4 - Registered Options Principal Examination
BC
Issued 02/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
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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