Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stanco is a financial advisor at UBS Financial Services Inc. David has been in the industry since 2020 and is registered in both Connecticut and Texas. David has passed the Series 63, Series 66, Series 7TO, and SIE exams. David has previously worked at Fidelity Brokerage Services LLC in West Hartford, CT. David has experience working with individual investors, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension plans. David offers a variety of services including financial planning, portfolio management, and educational seminars.
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.
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.
See schedule d - miscellaneous
1
2
PA
09/24/2024 - Present
UBS Financial Services Inc. (PITTSBURGH PA)
CT
10/20/2020 - 04/15/2021
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
BOTH
Issued 08/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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