Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph DeVito is a financial advisor with Resonant Capital Advisors, LLC. David has been a financial advisor for over 20 years, and has a wide range of experience in the industry. David is registered to provide investment advice in Wisconsin. David's specialties include investment, institutional and business consulting services, financial planning, pension consulting, selection of other advisors, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment, institutional and business consulting 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.
A percentage of the total value of assets under management is charged.
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WI
12/26/2019 - Present
Resonant Capital Advisors, LLC (MADISON WI)
WI
09/20/2006 - 11/17/2017
MFD DISTRIBUTOR, LLC (MADISON WI)
CO
07/03/2006 - 08/28/2006
CURIAN CLEARING, LLC (DENVER CO)
CO
02/10/2003 - 07/03/2006
INVESTMENT CENTERS OF AMERICA, INC. (DENVER CO)
NY
09/04/2002 - 01/27/2003
BROKERAGEAMERICA, LLC (NEW YORK NY)
NY
01/08/2001 - 09/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/01/2000 - 12/14/2000
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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