Unclaimed
David John Ciambella is a financial professional with over 25 years of experience in the industry. David is currently registered with Lincoln Investment and Capital Analysts. David has held previous positions with CAPITAL ANALYSTS, INCORPORATED, LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and CIGNA FINANCIAL ADVISORS,INC.. David holds FINRA Series 6, 7, 63, and SIE licenses and is registered in several states. David offers financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
Lincoln Investment (WOODLAND HILLS CA)
FL
05/01/2006 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (ORLANDO FL)
FL
06/01/1998 - 05/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
FL
02/13/2003 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (MAITLAND FL)
PA
07/30/1996 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 01/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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