Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Perrotto is a financial advisor with over 18 years of experience in the financial services industry. David is currently registered with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC in New York. David specializes in providing financial planning and investment management services to individuals, families, and businesses. David is committed to helping clients achieve their financial goals and is dedicated to providing personalized service. David has a deep understanding of the financial markets and is committed to providing clients with sound financial advice.
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.
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2
NY
03/22/2024 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
09/14/2009 - 12/15/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
08/03/2005 - 09/08/2009
GUNNALLEN FINANCIAL, INC (ROSALYN HEIGHTS NY)
BOTH
Issued 12/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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