Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Proietti is a financial advisor registered with Truist Securities, Inc. David has been in the financial industry since May 2, 1997. David holds Series 63, SIE, and Series 7 licenses. David is currently registered with the Securities Industry and Financial Markets Association (FINRA) and is licensed to provide financial services in 52 states, including Alabama, Alaska, Arizona, and Arkansas. David is located at Truist Securities, Inc. in San Francisco, CA.
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.
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.
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2
CA
07/02/2018 - Present
Truist Securities, Inc. (SAN FRANCISCO CA)
CA
07/01/2003 - 06/15/2018
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
MO
04/09/2003 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/20/2000 - 03/26/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
02/01/2000 - 03/17/2000
CHASE SECURITIES INC. (NEW YORK NY)
CA
10/08/1999 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
CA
07/06/1998 - 06/30/1999
FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)
CA
11/29/1996 - 06/10/1998
COAST PARTNERS SECURITIES, INC. (SAN RAFAEL CA)
BC
Issued 11/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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