Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Venneri is a financial advisor with over 23 years of experience in the financial services industry. David is currently registered with Northwestern Mutual Investment Services, LLC in Pittsburgh, PA. David has also previously held registrations with several other firms, including TIAA-CREF Individual & Institutional Services, LLC, PNC Investments, Essex National Securities, LLC, Fifth Third Securities, Inc., Blue Vase Securities, LLC, Comerica Securities, Old Kent Financial Advisors, Charles Schwab & Co., Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, CitiCorp Investment Services, Great Western Financial Securities Corporation, Travelers Equities Sales, Inc., Kidder, Peabody & Co. Incorporated, and Parker/Hunter Incorporated. David holds Series 7, 63, 24, 53, and 65 licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
PA
02/04/2022 - Present
Northwestern Mutual Investment Services, LLC (PITTSBURGH PA)
PA
08/21/2014 - 06/18/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (STATE COLLEGE PA)
PA
08/07/2013 - 03/10/2014
PNC INVESTMENTS (CAMP HILL PA)
PA
08/05/2011 - 08/01/2013
ESSEX NATIONAL SECURITIES, LLC (HOLLIDAY PA)
MI
03/08/2006 - 08/14/2009
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
PA
11/01/2004 - 01/20/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
MI
12/10/1998 - 06/16/2003
COMERICA SECURITIES (DETROIT MI)
MI
09/18/1997 - 12/10/1998
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
TX
11/29/1996 - 01/07/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IN
11/18/1994 - 11/08/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/18/1994 - 11/08/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
07/09/1992 - 05/06/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
05/25/1990 - 06/12/1992
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
06/25/1988 - 07/09/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
08/22/1988 - 01/09/1990
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
07/26/1984 - 07/08/1986
PARKER/HUNTER INCORPORATED
BOTH
Issued 02/11/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/26/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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