Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid F. Peracchio is a financial advisor registered with Charles Schwab & CO., Inc. David has been working in the financial services industry since 1999. David has a Series 63, 66, 7, 9, 10, 25, 55, 57TO, and SIE license. David specializes in Financial Planning and provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, banking or thrift institutions, corporations or other businesses, individuals other than high net worth, and pension and profit sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
12/24/2014 - Present
Charles Schwab & CO., Inc. (Red Bank NJ)
NJ
10/26/2009 - 11/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
03/22/1999 - 01/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/10/1997 - 03/19/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/08/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 06/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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