Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Gelia is a financial advisor with over 30 years of experience. David Gelia is currently registered with Principal Securities, Inc. in New York. David Gelia has also worked for Cadaret, Grant & Co., Inc. and Cambridge Investment Research, Inc. David Gelia is also registered with the state of Georgia and New York.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
NY
11/01/2024 - Present
Principal Securities, Inc. (AMHERST NY)
NY
11/09/2016 - 09/24/2018
CADARET, GRANT & CO., INC. (Amherst NY)
NY
07/22/2011 - 11/17/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (AMHERST NY)
NY
07/27/2010 - 06/30/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
06/01/2007 - 07/07/2010
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
08/22/2000 - 12/18/2006
SIGNATOR INVESTORS, INC. (AMHERST NY)
CT
08/01/1990 - 08/16/2000
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
03/16/1987 - 07/05/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BC
Issued 11/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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