Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gay has been a financial advisor for over 28 years. David has a diverse background, having worked with firms like MetLife Securities Inc., Park Avenue Securities LLC, and currently at Cetera Investment Advisers LLC. David is registered in 14 states and holds Series 6, 7, 26, 63, and 65 licenses, as well as the SIE exam. David specializes in providing financial planning and investment advisory services to individuals, families, and businesses. He focuses on helping clients reach their financial goals, whether that be saving for retirement, planning for college, or managing investments. David is committed to providing personalized and comprehensive financial advice, and he is dedicated to helping his clients make informed decisions about their finances.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW HAVEN CT)
CT
08/06/2013 - 02/16/2023
PARK AVENUE SECURITIES LLC (NEW HAVEN CT)
CT
11/15/2005 - 07/31/2013
METLIFE SECURITIES INC. (GLASTONBURY CT)
CT
11/15/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SHELTON CT)
NJ
08/08/1994 - 11/14/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 3/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 8/5/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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