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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Brunelle is a financial advisor registered with LPL Financial LLC. David has been in the securities industry since March 23, 1994 and holds Series 7, 63, and 65 licenses. David is a member of the FINRA and is registered in 17 states, including Massachusetts, Texas, California, Florida, Georgia, Illinois, Maine, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Virginia, and Colorado. David has previously worked with Voya Financial Advisors, Inc. and Investors Capital Corp. David Michael Brunelle specializes in portfolio management for individuals and businesses. David's services also include financial planning, educational seminars, and selection of other advisers.
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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2
MA
05/10/2021 - Present
LPL Financial LLC (WORCESTER MA)
MA
07/07/2016 - 05/11/2021
VOYA FINANCIAL ADVISORS, INC. (WORCESTER MA)
MA
09/20/2001 - 07/23/2016
INVESTORS CAPITAL CORP. (WORCESTER MA)
MO
10/01/1999 - 09/21/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
11/16/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
FL
04/28/1997 - 11/20/1998
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MD
02/21/1997 - 04/04/1997
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
03/01/1994 - 03/14/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 05/30/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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