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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goldstein is a financial advisor with World Investment Advisors, LLC, specializing in financial planning, pension consulting, and portfolio management for individuals and businesses. David has been in the financial services industry since 1993 and holds the Series 7, Series 63, and Series 66 securities licenses. David also holds a life, health and variable insurance license.
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
NY
06/28/2024 - Present
World Investment Advisors, LLC (ROCKVILLE CENTRE NY)
MA
06/25/2021 - 06/28/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Walpole MA)
NY
11/16/2010 - 06/29/2021
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
12/17/2009 - 09/13/2010
SOUTHSIDE TRADING LLC (ROCKVILLE CENTRE NY)
NY
09/26/2003 - 12/22/2009
SOUTHSIDE TRADING LLC (ROCKVILLE CENTRE NY)
CA
12/16/1997 - 05/05/2000
PRAGER, MCCARTHY & SEALY (SAN FRANCISCO CA)
NY
02/26/1997 - 11/10/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/15/1992 - 03/05/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
NY
01/20/1992 - 02/18/1992
GARBAN LIMITED (NEW YORK NY)
NA
06/03/1991 - 10/01/1991
FUNDAMENTAL BROKERS
NY
10/31/1990 - 11/29/1990
BOT SECURITIES, INC. (NEW YORK NY)
NY
07/25/1987 - 05/23/1990
SANWA - BGK SECURITIES CO., L.P. (NEW YORK NY)
BOTH
Issued 12/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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