Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kasparian is a financial advisor with over 20 years of experience in the industry. He is currently registered with T. Rowe Price Investment Services, Inc. David has a broad range of experience, having previously worked with Charles Schwab & Co., Inc., Citistreet Equities LLC, Copeland Equities LLC, and National Financial Services Corporation. He is registered with the state of Maryland and 52 additional states. David holds the Series 66, Series 7, and SIE licenses.
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.
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.
1
2
MD
04/07/2015 - Present
T. Rowe Price Investment Services, Inc. (Owings Mills MD)
MA
02/18/2002 - 03/24/2015
CHARLES SCHWAB & CO., INC. (BOSTON MA)
NJ
01/09/2001 - 04/03/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
07/07/2000 - 07/13/2000
COPELAND EQUITIES LLC (SOMERSET NJ)
MA
04/15/1999 - 03/02/2000
NATIONAL FINANCIAL SERVICES CORPORATION (BOSTON MA)
BOTH
Issued 06/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Kasparian is the right advisor for you? Invested Better is here to help.
