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 Maniet has been a registered investment advisor for over 27 years and currently holds Series 6, 7, 24, 63, 65, and SIE licenses. David has a long history in the industry, having worked at various firms such as Allegheny Investments, Ltd., American General Securities Incorporated, and Triad Advisors LLC. David is currently a Registered Representative of LPL Financial LLC and specializes in providing investment advice to a wide range of clients, including individuals, businesses, charitable organizations, and pension and profit-sharing plans. David's primary office is located in Pittsburgh, Pennsylvania.
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
PA
10/27/2022 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
08/15/2002 - 10/31/2022
TRIAD ADVISORS LLC (PITTSBURGH PA)
PA
01/15/1997 - 08/16/2002
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
AZ
12/08/1994 - 12/13/1996
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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