Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ivancic is a financial advisor who has been in the industry since 2005. David is registered with Cadaret, Grant & CO., Inc. and has previously worked for METLIFE SECURITIES INC., NEW ENGLAND SECURITIES, LEGEND EQUITIES CORPORATION and MORGAN STANLEY DW INC. David holds the Series 7, Series 31 and Series 66 licenses. David is also a Certified Financial Planner. David is registered in Colorado, Florida, Massachusetts, New York and North Carolina. David specializes in helping individuals and businesses with their financial planning needs. David also offers portfolio management services for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (WILLIAMSVILLE NY)
NY
01/02/2015 - 10/07/2015
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
11/23/2010 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NY
09/06/2006 - 09/29/2010
LEGEND EQUITIES CORPORATION (AMHERST NY)
NY
07/29/2005 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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