Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fedrizzi is an active financial advisor with over 35 years of experience in the financial industry. David is currently registered with LPL Financial LLC in Pittsford, NY. Prior to joining LPL Financial LLC, David was a registered representative at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, AXA ADVISORS, LLC, CITICORP INVESTMENT SERVICES, CHASE INVESTMENT SERVICES CORP., PFG DISTRIBUTION COMPANY, EQUITY SERVICES, INC., PRUCO SECURITIES CORPORATION, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. David is also a Certified Financial Planner. David's specialties include providing consulting and other non-discretionary advisory services, financial planning, pension consulting, and educational seminars. David is committed to providing his clients with personalized financial advice and guidance.
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
NY
10/28/2022 - Present
LPL Financial LLC (PITTSFORD NY)
NY
02/02/2007 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROCHESTER NY)
NY
06/06/2002 - 01/11/2007
AXA ADVISORS, LLC (ROCHESTER NY)
NY
11/30/2001 - 05/28/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
07/07/2000 - 08/29/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
PA
04/27/1999 - 06/29/2000
PFG DISTRIBUTION COMPANY (PHILADELPHIA PA)
IL
06/10/1997 - 11/30/1998
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
VT
01/24/1997 - 05/19/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
NJ
07/28/1995 - 09/06/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
08/07/1984 - 07/19/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/07/1984 - 07/19/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 02/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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