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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Grisanti is a financial advisor with over 39 years of experience in the industry. David is currently registered with LPL Financial LLC and has been with the firm since 2021. David is also registered with the state of New York as an Investment Advisor Representative. Previously, David worked for various firms including Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Sherwood Capital, Inc., and First Jersey Securities, Inc. David holds several industry licenses, including Series 7, 24 and 63.
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
NY
08/03/2021 - Present
LPL Financial LLC (EAST AMHERST NY)
AZ
11/19/1989 - 09/06/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
05/12/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/02/1987 - 05/18/1987
SHERWOOD CAPITAL, INC.
NA
03/02/1983 - 01/31/1987
FIRST JERSEY SECURITIES, INC.
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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