Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dagostino is a financial advisor with over 25 years of experience in the financial services industry. David is currently registered as a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. David has held previous positions at various firms, including QA3 Financial Corp., Paulson Investment Company, Inc., Park Avenue Securities LLC, Continental Broker-Dealer Corp. and Pruco Securities Corporation. David holds multiple licenses and certifications including Series 6, 7, 24, 63, and 65. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and 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.
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
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (TAVARES FL)
FL
02/09/2005 - 02/11/2011
QA3 FINANCIAL CORP. (ALTAMONTE SPRINGS FL)
OR
05/13/2003 - 11/23/2004
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NY
11/30/2001 - 03/14/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
10/20/1999 - 10/26/2001
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NJ
07/21/1994 - 10/22/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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