Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mannaioni is a financial professional with over 23 years of experience in the financial services industry. David is a Registered Representative of St. Bernard Financial Services, Inc. and has been with them since 2013. David holds the Series 6, 7, 24 and 63 securities licenses and is also a Certified Financial Planner and Chartered Financial Consultant. David is an Associate Professor at College for Financial Planning. David specializes in retirement planning and investment management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CO
12/09/2022 - Present
ST. Bernard Financial Services, Inc. (Centennial CO)
CO
04/01/2013 - 11/23/2016
WADDELL & REED (DENVER CO)
CO
04/02/2012 - 04/01/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
GA
08/25/2010 - 12/10/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
CO
06/19/2006 - 07/09/2010
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
CO
09/07/2005 - 06/20/2006
FARMERS FINANCIAL SOLUTIONS, LLC (COLORADO SPRINGS CO)
IN
10/01/2003 - 08/03/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/01/2003 - 08/03/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
03/24/1998 - 09/26/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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