Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Messina is a financial advisor with LPL Financial LLC, and has over 8 years of experience in the industry. David has been registered with the state of Pennsylvania since 2022. Prior to joining LPL Financial LLC, David worked for CUNA Brokerage Services, Inc., Kestra Investment Services, LLC, Charles Schwab & Co., Inc., Capital One Investing, LLC, and Citizens Securities, Inc.. David specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors. David offers a range of services, including financial planning, portfolio management, and consulting services.
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.
Consulting and other non-discretionary advisory services
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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2
IA
05/18/2022 - Present
LPL Financial LLC (Waverly IA)
IA
04/16/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MD
06/07/2018 - 12/03/2018
KESTRA INVESTMENT SERVICES, LLC (GERMANTOWN MD)
VA
10/12/2016 - 06/29/2018
CHARLES SCHWAB & CO., INC. (Arlington VA)
VA
05/05/2016 - 09/07/2016
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
NY
12/23/2014 - 04/11/2016
CITIZENS SECURITIES, INC. (SARATOGA SPRINGS NY)
BOTH
Issued 02/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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