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David Fombellida pinilla

Associated Investment Services, Inc.

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About David Fombellida pinilla

David Fombellida pinilla is a financial professional with experience in the securities industry. David is associated with Associated Investment Services, Inc. in the Chicago, IL branch office and is registered with FINRA and the following states: Illinois, Minnesota, and Wisconsin.

Firm Information

David Fombellida pinilla is currently registered with Associated Investment Services, Inc.. Associated Investment Services, Inc., is a Corporation based in GREEN BAY, WI, that was formed on 1923-03-23. The firm provides financial planning and portfolio management for individuals, as well as selection of other advisers. They also offer mutual fund wrap services. Associated Investment Services, Inc. has a total of 862,552,767 regulatory assets under management, which include 4,578 non-discretionary accounts.
Associated Investment Services, Inc.

433 MAIN STREET

GREEN BAY, WI 54301-5114

$862.55M

Assets Under Management

Not reported

Total Clients

61

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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mutual fund wrap

Mutual fund wrap

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Fombellida pinilla’s Registration & Firm History

IL

07/18/2022 - Present

Associated Investment Services, Inc. (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Fombellida pinilla.
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