Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pillori is a financial advisor who has been active in the industry since 2001. David is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2018. Prior to that, David worked at several other firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lebenthal & Co., LLC, Alexandra & James Co., Pershing LLC, ABN AMRO Incorporated, and ABN AMRO Securities LLC. David has a strong background in the financial services industry and holds several licenses and certifications, including Series 7, Series 24, Series 63, and Series 66. David is also a Certified Financial Planner. David specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, businesses, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
10/21/2010 - 08/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/18/2008 - 04/22/2010
LEBENTHAL & CO., LLC (NEW YORK NY)
NY
06/25/2007 - 03/05/2008
ALEXANDRA & JAMES CO. (NEW YORK NY)
NJ
08/04/2004 - 06/13/2007
PERSHING LLC (JERSEY CITY NJ)
CT
03/01/2002 - 07/14/2004
ABN AMRO INCORPORATED (STAMFORD CT)
NY
05/24/2000 - 03/01/2002
ABN AMRO SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure David Pillori is the right advisor for you? Invested Better is here to help.
