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 Trende is a financial advisor with over 24 years of experience in the industry. David is currently registered with The Strategic Financial Alliance, Inc. and is a registered representative and investment advisor representative in the state of Ohio. David has a background in providing financial planning and investment advice to a variety of clients, including individuals, businesses, and high-net-worth individuals. David has a proven track record of success in helping clients reach 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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/26/2022 - Present
THE Strategic Financial Alliance, Inc. (Hinckley OH)
OH
02/29/2008 - 10/27/2022
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Hinckley OH)
OH
07/18/2007 - 03/10/2008
MULTI-FINANCIAL SECURITIES CORPORATION (NORTH ROYALTON OH)
OH
10/24/2001 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (NORTH ROYALTON OH)
NY
07/06/1998 - 08/03/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/30/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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