Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bunin is an investment advisor representative with Kestra Advisory Services, LLC, located in Wilton, Connecticut. David has been in the financial services industry for over 20 years and has a broad range of experience. David has passed multiple securities exams and is registered with the state of Connecticut as an investment advisor representative. David specializes in providing financial planning, investment management, and insurance services. David is also a Certified Financial Planner.
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.
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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CT
04/19/2016 - Present
Kestra Advisory Services, LLC (Wilton CT)
NY
01/20/2012 - 04/02/2013
MORGAN STANLEY (NEW YORK NY)
NY
09/27/2007 - 12/02/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/20/2004 - 09/07/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW YORK NY)
NY
01/23/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/07/2002 - 01/22/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
10/02/2000 - 10/03/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
IA
Issued 05/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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