Unclaimed
David William Marrazzo is a financial advisor with Guardian Asset Advisors, LLC. David has been working in the financial services industry since 1987. He specializes in providing financial advice to individuals, corporations and charitable organizations. David is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 6, 7, 24, 51, 63 and 66 exams. David is also a licensed insurance agent.
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.
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
PA
11/18/2021 - Present
Guardian Asset Advisors, LLC (MECHANICSBURG PA)
PA
10/09/2017 - 06/14/2024
SECURITIES AMERICA, INC. (MECHANICSBURG PA)
PA
01/04/1999 - 10/11/2017
NATIONAL PLANNING CORPORATION (MECHANICSBURG PA)
MD
03/13/1996 - 01/04/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
TX
07/08/1995 - 03/29/1996
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
MN
08/05/1987 - 06/27/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 06/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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