Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pugliese is a registered representative of Park Avenue Securities LLC. David is a financial professional with over 7 years of experience in the financial services industry. David has a strong focus on helping individuals and families with their financial planning needs. David's expertise includes portfolio management for individuals, educational seminars, and selection of other advisers. David holds the Series 66, SIE, and Series 7 licenses. David is also registered as an Investment Advisor Representative in several states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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NJ
12/04/2023 - Present
Park Avenue Securities LLC (WOODCLIFF LAKE NJ)
BOTH
Issued 03/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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