Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marinoff is a financial advisor with over 15 years of experience in the industry. David is currently registered with LPL Financial LLC and has a Series 7, Series 66 and SIE license. David is registered to provide investment advisory services in Arizona, California, Colorado, Hawaii, Idaho, Iowa, Nevada, New York, South Carolina, Texas, Virginia and Washington. Prior to LPL Financial LLC, David worked with BANCWEST INVESTMENT SERVICES, INC. and Ameriprise Financial Services, Inc. David provides financial planning, portfolio management and consulting services to individuals, high net worth individuals, families, corporations, trusts and pension and profit sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/11/2023 - Present
LPL Financial LLC (WALNUT CREEK CA)
CA
05/18/2011 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (NAPA CA)
CA
12/04/2007 - 05/19/2011
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
BOTH
Issued 02/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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