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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 Samick is a financial advisor with LPL Financial LLC. He is a registered representative and investment advisor representative in Florida and Massachusetts. He has been in the financial industry since 1999. He is also a CPA and provides tax services. David Samick has experience working with individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
01/06/2006 - Present
LPL Financial LLC (BOYNTON BEACH FL)
CT
12/10/2003 - 06/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
09/26/2000 - 12/11/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
FL
01/20/1999 - 09/07/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 01/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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