Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Menaged is a financial advisor with over 10 years of experience in the financial industry. David currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. David is registered with the states of Florida and Texas and holds FINRA Series 6, 7, 63 and 66 licenses. David has been a registered representative since 2019. David has experience working with a variety of clients, including individuals, businesses, corporations, and high net worth individuals. David provides a range of services, including portfolio management, financial planning, and investment advice. David is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
08/19/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LIGHTHOUSE POINT FL)
FL
08/02/2019 - 02/27/2020
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
BOTH
Issued 07/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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