Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mancuso is a financial advisor at LPL Financial LLC. David has been in the industry since 2008 and has worked for several firms including PNC Investments, Ameriprise Advisor Services, Inc. and Edward Jones. David is registered with the Financial Industry Regulatory Authority (FINRA) as well as the Securities and Exchange Commission (SEC). David holds a Series 63, 65, 7, 24, 52, 53, and 99TO licenses. David provides financial planning services and portfolio management services for both individuals and businesses. David is licensed to offer investment advisory services in 48 states.
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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NC
08/09/2023 - Present
LPL Financial LLC (CORNELIUS NC)
NC
02/17/2021 - 07/27/2023
TRUIST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/14/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
01/30/2014 - 10/27/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
PA
02/16/2011 - 05/21/2012
PNC INVESTMENTS (PITTSBURGH PA)
MO
03/20/2009 - 06/15/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
MD
12/02/2005 - 09/20/2007
M&T SECURITIES, INC. (OAKLAND MD)
MD
01/01/2004 - 11/30/2005
EDWARD JONES (OAKLAND MD)
IA
Issued 07/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2018
Series 4 - Registered Options Principal Examination
BC
Issued 12/16/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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