Unclaimed
David Pitt is a financial professional with over 30 years of experience in the industry. David is currently registered with World Equity Group, Inc. and is located in Schaumburg, Illinois. David has a wide range of experience, having previously worked with several firms including Moody Capital Solutions, Inc, FT Global Capital, Inc., and Argosy Capital Securities, Inc. David is licensed to provide investment advice in California, Georgia, Illinois, and New York.
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
IL
11/20/2019 - Present
World Equity Group, Inc. (SCHAUMBURG IL)
GA
10/16/2012 - 11/29/2019
MOODY CAPITAL SOLUTIONS, INC (ATLANTA GA)
GA
01/07/2011 - 10/01/2012
FT GLOBAL CAPITAL, INC. (ATLANTA GA)
GA
12/17/2008 - 01/07/2011
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
01/16/2007 - 11/26/2008
ARGOSY CAPITAL SECURITIES, INC. (ALPHARETTA GA)
GA
10/26/2001 - 01/10/2007
HPC CAPITAL MANAGEMENT CORP. (ROSWELL GA)
GA
09/07/1999 - 12/20/2001
CARDINAL SECURITIES LLC (ALPHARETTA GA)
NY
07/29/1994 - 10/27/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
FL
11/30/1995 - 02/08/1996
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
MI
01/15/1994 - 07/08/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
05/26/1992 - 01/03/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/04/1990 - 06/02/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 07/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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