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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 Cervone is an investment advisor representative at Adviser Alliance, LLC. David has been in the industry for over 30 years and holds the Series 7, Series 24, Series 63 and Series 65 licenses. David's current firm specializes in portfolio management for individuals and acts as a selection of other advisers. David also has previous experience with several other firms including Cetera Advisors LLC, Meridian United Capital, LLC, Legacy Financial Services, Inc., Signator Investors, Inc., Mutual of Omaha Investor Services, Inc., Coordinated Capital Securities, Inc., Vestax Securities Corporation, Anchor National Financial Services, Inc., ISFA Corporation and Independent Financial Planners Corporation.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
08/13/2019 - Present
Adviser Alliance, LLC (BOARDMAN OH)
OH
05/23/2008 - 05/02/2013
CETERA ADVISORS LLC (BOARDMAN OH)
OH
05/18/2004 - 05/01/2008
MERIDIAN UNITED CAPITAL, LLC (HUDSON OH)
CA
03/14/2001 - 12/31/2002
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MA
01/05/1999 - 02/06/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
CA
08/27/1997 - 12/31/1998
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NE
06/20/1994 - 07/16/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
WI
12/23/1991 - 12/31/1992
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
OH
08/30/1988 - 12/31/1989
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
01/26/1981 - 09/01/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
04/20/1983 - 06/01/1984
ISFA CORPORATION
NA
12/19/1979 - 02/12/1981
INDEPENDENT FINANCIAL PLANNERS CORPORATION
IA
Issued 12/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/1985
Series 24 - General Securities Principal Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1979
Series 1 - Registered Representative Examination
Active
Inactive
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