Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Guido is a financial advisor based in LEESBURG, VA. David has over 15 years of experience in the financial services industry. David is currently registered as an investment advisor representative with Summit Financial, LLC. David specializes in providing financial planning and investment management services to individuals, corporations, and other entities. David has also served as an investment advisor representative for other firms including Cambridge Investment Research, Inc., MetLife Securities Inc., Lincoln Financial Advisors Corporation, MML Investors Services, LLC, Park Avenue Securities LLC, United Brokerage Services, Inc., and Morgan Stanley & Co., Incorporated.
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.
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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VA
09/21/2023 - Present
Summit Financial, LLC (Ashburn VA)
VA
06/17/2015 - 09/27/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (LANSDOWNE VA)
VA
05/16/2014 - 12/04/2014
METLIFE SECURITIES INC. (FALLS CHURCH VA)
VA
12/20/2012 - 05/16/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (VIENNA VA)
VA
11/04/2011 - 11/05/2012
MML INVESTORS SERVICES, LLC (VIENNA VA)
VA
06/25/2009 - 01/20/2011
PARK AVENUE SECURITIES LLC (RESTON VA)
VA
06/30/2008 - 03/20/2009
UNITED BROKERAGE SERVICES, INC (VIENNA VA)
VA
09/18/2007 - 04/02/2008
MORGAN STANLEY & CO., INCORPORATED (VIENNA VA)
BOTH
Issued 10/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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