Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zaccagnino is a financial advisor registered with LPL Financial LLC. David has been in the financial services industry for over 22 years and is licensed to provide advice in Florida. David Zaccagnino has experience working with clients such as individuals, corporations, high-net-worth individuals, pension plans, insurance companies, charitable organizations, and other investment advisors. He provides financial planning, portfolio management, and other non-discretionary advisory services. He is also a licensed notary. David is registered with the State of Florida.
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.
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2
FL
10/01/2024 - Present
LPL Financial LLC (St. Petersburg FL)
FL
02/18/2011 - 09/12/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
FL
06/01/2009 - 03/01/2011
MORGAN STANLEY SMITH BARNEY (BRADENTON FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BRADENTON FL)
FL
01/17/2001 - 04/02/2007
MORGAN STANLEY DW INC. (BRADENTON FL)
BOTH
Issued 01/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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