Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fazzini is an investment advisor representative registered with Ameritas Advisory Services, LLC. David has been in the industry since 1988 and is registered in 29 states. David is licensed to sell fixed insurance products through Premier Planning Group. David has a variety of experience working with individual clients, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. Ameritas Advisory Services, LLC is an investment advisor firm with over 10 billion dollars in assets under management. The firm provides financial planning, portfolio management, and pension consulting services.
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.
Solicitor fees
1
2
PA
07/15/2023 - Present
Ameritas Advisory Services, LLC (PHOENIXVILLE PA)
PA
09/14/1988 - 06/30/2006
CARILLON INVESTMENTS, INC. (PHOENIXVILLE PA)
IA
Issued 11/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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