Unclaimed
David V Orsolino is a financial professional with over 20 years of experience in the financial services industry. David is a Registered Representative of Park Avenue Securities LLC, a broker-dealer firm based in New York, NY, and provides financial advice to individuals, families, businesses, and charitable organizations. David has a strong track record of success in helping clients reach their financial goals, and is committed to providing personalized and comprehensive financial 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.
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
NY
06/10/2021 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
06/11/2002 - 10/17/2005
MCGINN, SMITH & CO., INC. (ALBANY NY)
GA
06/06/2001 - 06/25/2002
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
11/13/2000 - 06/05/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
08/20/1998 - 10/15/1999
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
10/20/1997 - 08/19/1998
LCP CAPITAL CORP. (STATEN ISLAND NY)
IA
Issued 08/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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