Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Meucci is a financial advisor with over 20 years of experience. David is a Certified Financial Planner and holds both Series 6 and Series 7 licenses. David's career has spanned multiple firms, including Western International Securities, Inc. and Financial West Group. David currently works with Western International Securities, Inc. in Petaluma, California and Sebastopol, California.
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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CA
08/21/2017 - Present
Western International Securities, Inc. (Petaluma CA)
CA
08/21/2017 - 12/31/2022
WESTERN INTERNATIONAL SECURITIES, INC. (Sebastopol CA)
CA
02/28/2006 - 08/21/2017
FINANCIAL WEST GROUP (SEBASTOPOL CA)
CA
07/03/2001 - 03/03/2006
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
PA
02/19/1999 - 06/21/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
05/28/1996 - 03/20/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 04/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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