Unclaimed
David Black is a financial advisor with USA Financial Securities LLC, located in Bangor, Maine. David Black has been a registered representative since July 2007 and is licensed to offer investment advice and securities trading in 15 states. David Black specializes in financial planning, portfolio management for businesses, and portfolio management for individuals. David Black's primary professional experience includes time at Royal Alliance Associates, Inc. and Cantella & Co., Inc.. David Black has been active in the financial services industry for over 16 years.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
ME
03/26/2024 - Present
USA Financial Securities LLC (Bangor ME)
ME
04/08/2016 - 03/23/2021
CANTELLA & CO., INC. (Bangor ME)
ME
07/13/2007 - 04/13/2016
ROYAL ALLIANCE ASSOCIATES, INC. (BANGOR ME)
IA
Issued 03/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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