Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matarese is a financial advisor with Janney Montgomery Scott LLC. David has been in the industry since 2008 and holds the Series 63, Series 66, Series 24, Series 27, Series 7TO, and Series 7 licenses. David has been registered with Janney Montgomery Scott LLC since 2022. Prior to that, David was registered with Citizens Investment Services Corp. from 2002 to 2004. David is a Certified Financial Planner and Personal Financial Specialist. David is also a board member of Fort Adams Historical Venue. David is currently registered in Rhode Island and Texas. David is also registered in several other states.
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.
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.
Fee plus commission
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2
RI
01/04/2023 - Present
Janney Montgomery Scott LLC (Warwick RI)
RI
03/14/2002 - 01/28/2004
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
BC
Issued 12/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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