David P. Velinsky
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Porto Velinsky was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 1989. David had worked at 10 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 1, 2001 - July 23, 2002
PAN-AMERICAN FINANCIAL ADVISERS
October 26, 1999 - February 2, 2001
SOMERSET FINANCIAL GROUP, INC.
October 21, 1998 - August 24, 1999
SUMMIT FINANCIAL SERVICES GROUP, INC.
October 1, 1996 - October 21, 1998
FISERV INVESTOR SERVICES, INC.
August 17, 1995 - August 9, 1996
ESSEX NATIONAL SECURITIES, LLC
January 11, 1994 - August 16, 1995
CONSECO SECURITIES, INC.
October 28, 1993 - August 17, 1995
CHEMICAL INVESTOR SERVICES, INC.
October 20, 1992 - November 27, 1993
FLEET ENTERPRISES, INC.
August 22, 1989 - June 10, 1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
August 22, 1989 - June 10, 1991
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PAN-AMERICAN FINANCIAL ADVISERS
CRD#: 15578 / SEC#: , 8-32639
Contact information
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PAN-AMERICAN LIFE INSURANCE COMPANY | SHAREHOLDER | |
| LAGRONE, DANIEL EVERETT | GENERAL COUNSEL, SECRETARY OF CORPORATION, CHIEF COMPLIANCE OFFICER | 2789525 |
| LEGNON, JR., EDWIN K | FINOP, TREASUER, DIRECTOR | 4092877 |
| MCGUNAGLE, GEORGE FRANCIS | CHAIRMAN OF THE BOARD | 3233721 |
| SCHORR, RACHAEL DELLACCIO | PRESIDENT, CROP, SROP, DIRECTOR | 2128016 |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
