Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paladino is a financial professional with over 25 years of experience in the industry. David is currently registered with Next Financial Group, Inc. and is licensed to provide investment advice in Texas. David also has previous experience with Sterne Agee Financial Services, Inc., Laidlaw & Company (UK) LTD., Sands Brothers & Co., LTD., Fahnestock & Co. Inc. and Seaboard Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
04/04/2016 - Present
Next Financial Group, Inc. (AUSTIN TX)
TX
10/06/2009 - 06/04/2015
STERNE AGEE FINANCIAL SERVICES, INC. (AUSTIN TX)
TX
10/01/2004 - 10/12/2009
LAIDLAW & COMPANY (UK) LTD. (BOERNE TX)
NY
01/31/2002 - 11/01/2004
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
NY
01/02/2002 - 02/07/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
10/05/2001 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NJ
10/06/1997 - 10/12/2001
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
IA
Issued 04/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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