Years of Experience
5-20+ Years
MELBOURNE, FL
41 Years Experience
0 Disclosures
ADVISOR BIO
David Allen is a financial advisor with Kestra Advisory Services, LLC, a firm with over 61,800 clients and $48.3 Billion in assets under management. David has been working in the financial industry since March 30, 1984, and holds multiple securities licenses including Series 6, 7, 63 and 65. David is also a Certified Financial Planner. David has prior experience with Concourse Financial Group Securities, Inc. and G.A. Reppe & Company. David is currently registered to provide investment advisory services in Florida and Texas.
SPECIALIZATIONS
Miami, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
David Yepez is a registered representative with Citigroup Global Markets Inc. David has been in the securities industry since 2012. David is also registered with the state of Florida as an investment advisor representative.
SPECIALIZATIONS
LARGO, FL
38 Years Experience
1 Disclosures
ADVISOR BIO
David Anthony Scigliuto is a financial advisor with over 35 years of experience in the financial services industry. David has been registered with Raymond James Financial Services Advisors, Inc. since 2016 and previously worked for LPL Financial LLC from 2002 to 2016. David is a Certified Financial Planner and holds Series 7, 24 and 63 licenses. David offers a variety of financial planning services to individuals, businesses, and institutions, including portfolio management, retirement planning, and estate planning.
SPECIALIZATIONS
MIAMI, FL
29 Years Experience
0 Disclosures
ADVISOR BIO
David Barbito is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the financial industry since 1996. David is licensed to offer securities and investment advisory services in all 50 states and the District of Columbia. David has earned Series 7, 9, 10, 31, 63, 65 and 66 licenses and the SIE exam. David has a specialization in fixed income, equities, options, mutual funds, and variable annuities. David also has experience providing financial planning, portfolio management, and pension consulting services to individual and institutional clients.
SPECIALIZATIONS
ZEPHYRHILLS, FL
11 Years Experience
0 Disclosures
ADVISOR BIO
David Graff is a financial advisor with Edward Jones. David has been in the industry since August 2014 and is registered to provide investment advice in 27 states and territories. David's firm, Edward Jones, is a large financial services firm with over $800 billion in assets under management. Edward Jones provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. David's specializations include mutual funds, stocks, variable annuities, fixed annuities, and life insurance.
SPECIALIZATIONS
Jupiter, FL
42 Years Experience
0 Disclosures
ADVISOR BIO
David Blair Cole is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial industry since 1983. David has a Series 2, Series 63 and SIE licenses. David is registered in Arizona, Connecticut, Florida, Georgia, Massachusetts, New York, and North Carolina. David is a Chartered Financial Consultant and has been with Cetera Investment Advisers LLC for 10 years. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. David's previous firms include VOYA FINANCIAL ADVISORS, INC., FAIRPORT CAPITAL, INC., NEW ENGLAND SECURITIES and AETNA LIFE INSURANCE AND ANNUITY COMPANY.
SPECIALIZATIONS
PONTE VEDRA BEACH, FL
7 Years Experience
0 Disclosures
ADVISOR BIO
David Sherman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David Sherman has been a financial advisor for over 6 years. David Sherman is licensed to sell securities in 31 states. David Sherman has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. David Sherman is registered with FINRA and the state of Florida.
SPECIALIZATIONS
Longwood, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
David Justin Melnyk is a financial advisor with Ameriprise Financial Services, LLC. David has been working in the financial services industry since November 20, 2014. David is registered in several states, including Florida, California, Georgia, Illinois, Michigan, and North Carolina. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. David is also a Certified Financial Planner.
SPECIALIZATIONS
ALTAMONTE SPRINGS, FL
26 Years Experience
0 Disclosures
ADVISOR BIO
David Peckham is an investment advisor representative with LPL Financial LLC. David has been working in the financial services industry since 1999 and holds the Series 6, 7, 24, 63, and 66 licenses. David is registered with FINRA and is a registered investment advisor in 20 states. David is also a Certified Financial Planner (CFP®). David is a highly experienced advisor with a focus on helping individuals and families reach their financial goals. In addition to his current role with LPL Financial LLC, David has held previous positions with MetLife Securities Inc., Metropolitan Life Insurance Company, and Cetera Advisors LLC.
SPECIALIZATIONS
BOYNTON BEACH, FL
26 Years Experience
0 Disclosures
ADVISOR BIO
David Samick is a financial advisor with LPL Financial LLC. He is a registered representative and investment advisor representative in Florida and Massachusetts. He has been in the financial industry since 1999. He is also a CPA and provides tax services. David Samick has experience working with individuals, corporations, charitable organizations, and pension and profit sharing plans.
SPECIALIZATIONS