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 Cetera Investment Advisers LLC, based in Tavares, FL. David has been in the financial services industry since 1995 and has experience working with clients in a variety of industries. David is committed to providing his clients with personalized financial advice and guidance, and he has a proven track record of success. David is a Registered Representative and Investment Advisor Representative, and he holds the Series 6, 7, 24, 63, and 65 licenses. David has also been a member of the Tavares Chamber of Commerce since 2023.
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 11/9/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 7/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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