Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nastri is a financial advisor with LPL Financial LLC based in Cheshire, Connecticut. David has over 17 years of experience in the financial services industry. David has a broad range of experience working with individual clients, corporations, and charitable organizations. His previous employers include UVEST Financial Services Group, Inc., Webster Investment Services, Inc., and MML Investors Services, Inc. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
CT
07/02/2012 - Present
LPL Financial LLC (CHESHIRE CT)
CT
02/13/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHESHIRE CT)
CT
01/03/2007 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (WILTON CT)
CT
11/01/2006 - 01/09/2007
MML INVESTORS SERVICES, INC. (FARMINGTON CT)
BOTH
Issued 06/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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