Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cariani is a financial advisor with Private Advisor Group, LLC in San Diego, California. David Cariani has been in the industry since 2011 and holds Series 7, 63, and 65 licenses. David Cariani also holds the Certified Financial Planner and Chartered Financial Analyst designations. David Cariani provides investment advice through Private Advisor Group, LLC and has approximately 129,657 clients with approximately $35,289,437,628 in regulatory assets under management. David Cariani's previous employment includes Merrill Lynch, Pierce, Fenner & Smith 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.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
CA
01/01/2025 - Present
Private Advisor Group, LLC (San Diego CA)
CA
06/22/2011 - 04/12/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
BC
Issued 07/01/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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