Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lazzaro is an Investment Advisor Representative with Money Concepts Capital Corp. located in Wethersfield, CT. David has over 29 years of experience in the financial services industry. Prior to joining Money Concepts, David was associated with H. Beck, Inc. David is also a registered Investment Advisor Representative in Connecticut and New Jersey. David holds a Series 6, 7, 63, 66 and SIE license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General 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.
Solicitor fee
1
2
FL
10/04/2024 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
NJ
02/02/2010 - 12/31/2019
H. BECK, INC. (SADDLE BROOK NJ)
NJ
01/20/1996 - 01/29/2010
MONEY CONCEPTS CAPITAL CORP (SADDLE BROOK NJ)
NE
10/24/1995 - 12/06/1995
WATERHOUSE SECURITIES, INC. (OMAHA NE)
CA
08/02/1995 - 10/10/1995
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
GA
11/30/1989 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BOTH
Issued 03/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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