Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Giannini is a registered Investment Advisor Representative (IAR) in Washington. David has been working in the financial services industry since 1996. David is currently employed by Truvista Advisors LLC, based in Redmond, Washington. Prior to joining Truvista Advisors LLC, David worked at Private Asset Management, Inc. in Kirkland, Washington. David specializes in portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WA
06/06/2024 - Present
Truvista Advisors LLC (REDMOND WA)
WA
11/22/2013 - 11/14/2014
PRIVATE CLIENT SERVICES, LLC (BELLEVUE WA)
WA
01/26/2012 - 09/30/2013
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WA
05/19/2006 - 01/03/2012
D.A. DAVIDSON & CO. (SEATTLE WA)
NY
03/02/1998 - 05/25/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
05/30/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 06/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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