Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pearlman is a financial advisor with Jaffe Tilchin Investment Partners, LLC, based in Tampa, Florida. David has over 20 years of experience in the financial services industry. He is a registered investment advisor in Florida and Texas. David is dedicated to providing personalized financial advice and investment management services to help clients achieve their financial goals. His expertise covers a broad range of services, including financial planning, investment management, and retirement planning. Before joining Jaffe Tilchin Investment Partners, LLC, David held positions at several prominent firms, including Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. This diverse background allows him to offer a comprehensive approach to financial planning.
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.
Helps you choose top advisors aligned with your 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.
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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FL
06/04/2019 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
FL
06/21/2019 - 06/30/2022
APW CAPITAL, INC. (TAMPA FL)
FL
01/22/2015 - 06/04/2019
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
FL
11/18/2011 - 01/23/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
FL
03/15/2010 - 11/22/2011
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
MO
06/15/2002 - 02/20/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
11/13/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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