Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Luciano is a registered representative with RBC Capital Markets, LLC. David has been in the financial services industry since November 12, 2009. David is registered in 52 states and the District of Columbia for Broker/Dealer services, and is also registered in 2 states for Investment Advisor services. Prior to joining RBC Capital Markets, LLC, David worked at WELLS FARGO CLEARING SERVICES, LLC and MORGAN STANLEY. David's firm offers services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, pooled investment vehicles, banking or thrift institutions, and state or municipal government entities. David is a specialist in Public & Private Employee Benefit Plans, Endowment Funds, Foundations, Family Trusts, and various Capital/Operating Funds.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
FL
10/24/2018 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
01/11/2018 - 10/09/2018
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
11/13/2009 - 01/10/2018
MORGAN STANLEY (BOCA RATON FL)
BOTH
Issued 03/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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