Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Folino is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial services industry for over 37 years. David has been registered with Cetera Investment Advisers LLC since June 2023 and has previously worked at Summit Brokerage Services, Inc., 1st Global Capital Corp., Five Star Resources, Inc., H.D. Vest Investment Securities, Inc., and Triple Check Financial Services, Inc. David is also a Certified Financial Planner. David provides financial planning, pension consulting, educational seminars, and portfolio management services to 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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CAMARILLO CA)
CA
04/01/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CAMARILLO CA)
CA
07/18/1994 - 04/04/2011
1ST GLOBAL CAPITAL CORP. (CAMARILLO CA)
NA
12/23/1992 - 07/18/1994
FIVE STAR RESOURCES, INC.
TX
10/30/1992 - 12/08/1992
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
CA
07/23/1985 - 11/04/1992
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
NA
01/28/1986 - 04/22/1987
SENTRA SECURITIES CORPORATION
BC
Issued 6/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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