David Perrotto Email & Phone Number
Registered Representative @ Cetera Advisors LLC
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David Perrotto Location
- Rochester, NY, US
David Perrotto Work
- 2012 -now Founder and Financial Advisor @ Perrotto Private Wealth
- 2012 -now Registered Representative @
- 2009 -2011 Vice President and Investments @
- 2005 -2009 Financial Advisor @
David Perrotto Education
- Suffolk County Community College
Associates (Criminal Justice, Police Science)
2003-2005
David Perrotto Skills
- Separately Managed Accounts
- Unified Managed Accounts
- Alternative Investments
- Equities
- Bonds
- Wealth Preservation Planning
- Multi-generational wealth transfer
- Wealth Accumulation
- Series 7
- series 66
- Investments
- Retirement
- Portfolio Management
- Finance
- Financial Services
- Estate Planning
- Financial Advisory
- Securities
- 401k
- Wealth
- Retirement Planning
- Fixed Annuities
- Insurance
- Mutual Funds
- Wealth Management
- Income Protection
- Life Insurance
- Asset Allocation
- Investment Advisory
- Financial Planning
- Investment Strategies
- Long-term Care
- Disability Insurance
- IRAs
- Small Business
- Asset Management
- Series 63
- Investment Management
- Term Life Insurance
- Wealth Management Services
- Employee Benefits
- Pensions
- Fixed Income
- Series 6
- 401k Rollovers
- FINRA
- Strategy
- Variable Annuities
- Risk Management
- ETFs
- Multi Generational Wealth Transfer
- Long Term Care
David Perrotto Summary
- David Perrotto, based in Rochester, NY, US, is currently a Registered Representative at Cetera Advisors LLC. David Perrotto brings experience from previous roles at Perrotto Private Wealth, JPMorgan Chase & Co. and GunnAllen Financial. David Perrotto holds a 2003 - 2005 Associates in Criminal Justice, Police Science @ Suffolk County Community College. With a robust skill set that includes Separately Managed Accounts, Unified Managed Accounts, Alternative Investments, Equities, Bonds and more. David Perrotto has 1 mobile phone numbers on RocketReach.
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