Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Roger Primozich is a financial advisor with over 25 years of experience in the industry. David currently works with Sovereign Financial Group, Inc. as a Registered Representative. David has earned the Certified Financial Planner and Chartered Financial Consultant designations. David provides financial planning and investment related advice to clients. David has worked with a number of other firms throughout his career including Commonwealth Financial Network, Advest, Inc., and VeraVest Investments, Inc.
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.
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
CT
10/07/2020 - Present
Sovereign Financial Group, Inc. (WETHERSFIELD CT)
CT
11/18/2005 - 08/02/2016
COMMONWEALTH FINANCIAL NETWORK (CHESHIRE CT)
CT
03/07/2003 - 12/15/2005
ADVEST, INC. (HARTFORD CT)
MA
10/03/1997 - 04/01/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 06/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Primozich is the right advisor for you? Invested Better is here to help.
