Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mecca is a financial advisor with over 10 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7 and Series 66 securities license. David currently works with Bleakley Financial Group, LLC and provides investment advisory services. David has held previous roles at Northwestern Mutual Investment Services, LLC and LPL Financial LLC. David is registered as an investment advisor in Connecticut, Florida, Georgia, Massachusetts, Michigan, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Virginia.
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.
Non-investment consulting/implementation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/27/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
06/03/2013 - 02/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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