Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richard Priore is a financial advisor with LPL Financial LLC, a firm headquartered in Fort Mill, SC. David has over 30 years of experience in the financial services industry, David holds Series 7, 6, 26, 63, and 65 licenses. David also offers consulting and other non-discretionary advisory services, as well as financial planning, pension consulting, educational seminars, and selection of other advisers. David provides portfolio management for both businesses and individuals. David has been registered with LPL Financial LLC since 2013. Prior to that, David was registered with CUNA Brokerage Services, Inc., Sunset Financial Services, Inc., Quick & Reilly, Inc., UBS Paine Webber Inc., Mutual of Omaha Investor Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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.
1
2
PA
03/04/2013 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
02/12/2003 - 03/05/2013
CUNA BROKERAGE SERVICES, INC. (PITTSBURGH PA)
MO
04/08/2002 - 02/03/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
08/16/2001 - 12/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
NJ
06/10/1999 - 06/11/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NE
07/23/1996 - 06/01/1999
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
MA
08/04/1986 - 07/29/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/04/1986 - 07/29/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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