Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Montemurro is a financial advisor in Warrington, Pennsylvania, and has been working in the industry since May 1998. David currently works at LPL Enterprise, LLC and has held previous positions at MetLife Securities Inc., Metropolitan Life Insurance Company and MML Investors Services, Inc. David has experience in financial planning, portfolio management for businesses and individuals, and provides consulting and other non-discretionary advisory services. David is registered in 14 states and holds the Series 6, 7, 26 and 66 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
01/21/2025 - Present
LPL Enterprise, LLC (WARRINGTON PA)
PA
10/31/2006 - 06/29/2011
METLIFE SECURITIES INC. (LANSDALE PA)
PA
10/31/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LANSDALE PA)
PA
05/06/1998 - 10/26/2006
MML INVESTORS SERVICES, INC. (CHALFONT PA)
BOTH
Issued 06/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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