Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Timothy Provinsal is a financial professional who has been in the industry since 1998. David is currently registered with Paradigm Wealth Advisory LLC, an independent investment advisor firm. David is also registered with LPL Financial, LLC and has provided financial services through their firm since 2016. David is dedicated to providing financial planning, portfolio management for individuals and businesses, as well as educational seminars to help clients achieve their financial goals. David's experience in the industry spans a number of firms, including First Allied Securities, Inc., Capital Brokerage Corporation, AIG SunAmerica Capital Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and Copeland Equities, 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.
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2
NJ
11/18/2020 - Present
Paradigm Wealth Advisory LLC (BRIDGEWATER NJ)
NJ
11/19/2009 - 04/28/2016
FIRST ALLIED SECURITIES, INC. (BRIDGEWATER NJ)
VA
03/07/2003 - 11/13/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
06/21/2001 - 02/20/2003
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
07/28/2000 - 04/27/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/2000 - 04/27/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
06/03/1998 - 03/10/2000
COPELAND EQUITIES, INC. (SOMERSET NJ)
BOTH
Issued 02/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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