Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Malatesta is a financial advisor at Voya Financial Advisors, Inc. David has been in the industry for 20 years and has a wide range of experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors. David is registered in 53 states and the District of Columbia, and is also licensed to provide investment advisory services in Massachusetts, New York, Rhode Island, and Texas. David is committed to helping his clients achieve their financial goals.
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.
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.
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MA
05/10/2022 - Present
Voya Financial Advisors, Inc. (BRAINTREE MA)
MA
09/28/2016 - 04/07/2022
VOYA FINANCIAL PARTNERS, LLC (BRAINTREE MA)
CT
10/27/2014 - 09/29/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
RI
07/11/2014 - 10/20/2014
SANTANDER SECURITIES LLC (PROVIDENCE RI)
MA
08/06/2010 - 06/30/2014
ING INVESTMENT ADVISORS, LLC (BRAINTREE MA)
MA
05/08/2006 - 02/01/2010
METLIFE SECURITIES INC. (BOSTON MA)
MA
05/08/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BOSTON MA)
GA
08/06/2001 - 08/02/2004
AMVESCAP SERVICES, INC. (ATLANTA GA)
NY
03/20/2001 - 05/17/2001
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 08/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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