Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Venegas is a financial advisor at The Colony Group, LLC in Chicago, IL. David has over 20 years of experience in the financial services industry. David's areas of expertise include financial planning, portfolio management, and investment advisory services. David has a strong track record of success in helping clients achieve their financial goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
IL
05/08/2024 - Present
THE Colony Group, LLC (Chicago IL)
IL
01/14/2022 - 08/10/2022
CITIGROUP GLOBAL MARKETS INC. (Chicago IL)
IL
10/21/2019 - 01/18/2022
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
09/26/2007 - 10/29/2019
CHARLES SCHWAB & CO., INC. (Chicago IL)
IL
09/05/2012 - 11/10/2017
OPTIONSXPRESS, INC. (CHICAGO IL)
IL
07/09/2004 - 08/27/2007
TRADESTATION SECURITIES, INC. (CHICAGO IL)
CA
02/11/2003 - 04/14/2003
REDWOOD TRADING, LLC (SAN FRANCISCO CA)
NY
11/09/1999 - 02/13/2003
SCHONFELD SECURITIES, LLC (JERICHO NY)
NY
01/21/1999 - 11/08/1999
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
IL
10/02/1997 - 12/31/1998
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
NY
02/18/1997 - 10/16/1997
SAPERSTON FINANCIAL INC. (BUFFALO NY)
NY
03/31/1995 - 02/20/1997
STUART, COLEMAN & CO., INC. (NEW YORK NY)
MO
08/01/1994 - 04/24/1995
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NJ
04/24/1993 - 10/18/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/18/1994 - 08/16/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NA
08/10/1992 - 03/15/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
BOTH
Issued 01/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2006
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 3 - National Commodity Futures Examination
BC
Issued 05/27/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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