Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zicchinella has been a registered representative in the financial industry since 1998 and is currently registered with Fidelity Personal AND Workplace Advisors. David has earned licenses and certifications in securities, investment advisory, and options. David has experience working with individual investors, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. David also has experience providing financial planning, educational seminars, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NJ
06/14/2022 - Present
Fidelity Personal AND Workplace Advisors (RUTHERFORD NJ)
NY
05/25/2019 - 12/03/2020
INVESCO DISTRIBUTORS, INC. (NEW YORK NY)
NY
10/21/1998 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
03/27/1998 - 06/30/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CO
07/16/1997 - 04/06/1998
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
BOTH
Issued 03/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/08/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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