Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dulude is a financial advisor with over 40 years of experience in the financial services industry. David is a registered representative of LPL Financial LLC, where he is currently licensed as an Investment Advisor Representative. He has previously been registered with CROWN CAPITAL SECURITIES, L.P., MUTUAL SERVICE CORPORATION, TITAN/VALUE EQUITIES GROUP, INC., and PENNSYLVANIA SECURITIES COMPANY. David holds a Series 7, Series 24, Series 63, and Series 66 licenses, as well as the SIE exam. David specializes in providing financial planning, consulting, and investment management services to individuals, businesses, and charitable organizations.
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
MI
05/01/2024 - Present
LPL Financial LLC (LIVONIA MI)
MI
10/06/2000 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (LIVONIA MI)
MA
03/31/1999 - 10/05/2000
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
05/17/1989 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
MA
03/03/1986 - 05/19/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
06/22/1983 - 03/10/1986
PENNSYLVANIA SECURITIES COMPANY
BOTH
Issued 09/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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