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 Segarra is a registered representative with LPL Financial LLC. David John Segarra has been in the financial services industry since March 7, 2005. David John Segarra has a Series 7 and Series 63 license, as well as a Series 65 license. David John Segarra is registered in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Oregon, Pennsylvania, Tennessee, Texas, Utah, Washington, West Virginia, and Wisconsin. David John Segarra is also registered as an Investment Advisor Representative in Nevada and Texas. David John Segarra has experience with Centaurus Financial, Inc. and Brookstreet Securities Corporation.
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
NV
01/22/2024 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
07/10/2007 - 01/19/2024
CENTAURUS FINANCIAL, INC. (LAS VEGAS NV)
CA
05/22/2007 - 07/12/2007
BROOKSTREET SECURITIES CORPORATION (BEVERLY HILLS CA)
NY
12/17/2003 - 03/02/2006
GREAT EASTERN SECURITIES, INC. (NEW YORK NY)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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