Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chorney is a financial advisor at LPL Financial LLC in Woodbridge, CT. David has been in the financial services industry since March 16, 1991. He has a Series 7, Series 63, and Series 65 licenses and holds registrations in 11 states. David has experience with a variety of clients, including individuals, corporations, high-net-worth individuals, and retirement plans. He offers financial planning, portfolio management, and investment advisory 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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CT
02/01/2023 - Present
LPL Financial LLC (Woodbridge CT)
CT
11/02/2017 - 02/02/2023
SECURITIES AMERICA, INC. (WOODBRIDGE CT)
CT
03/31/2006 - 11/07/2017
NATIONAL PLANNING CORPORATION (Woodbridge CT)
CT
07/08/2000 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (HAMDEN CT)
NH
01/16/1996 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
05/31/1995 - 01/19/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/19/1995 - 01/11/1996
POLARIS FINANCIAL SERVICES, INC.
FL
12/03/1990 - 02/15/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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