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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 Paciorek is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, Florida. David has been in the financial services industry since August 1997. David has a wide range of experience in the industry, including positions with Citigroup Global Markets Inc., UBS Financial Services Inc., National Planning Corporation, and Advantage Capital Corporation. David is registered to offer securities in California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. David is also registered as an investment advisor in Florida, New York, and Texas. David holds a Series 6, 7, 31, and 63 licenses, as well as the SIE and Series 66 exams. David is a member of the Financial Industry Regulatory Authority (FINRA). David has extensive experience in providing financial planning and investment advice to individuals, families, and businesses. David is committed to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/27/2021 - Present
Raymond James Financial Services Advisors, Inc. (Ft, Myers FL)
NY
10/09/2006 - 05/19/2009
CITIGROUP GLOBAL MARKETS INC. (HAUPPAUGE NY)
NY
11/01/1999 - 10/16/2006
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
CA
05/14/1999 - 11/02/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
08/12/1997 - 05/17/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BOTH
Issued 02/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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