David D'eredita (CRD# 6238859) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 3 years of experience in the finance industry.
CRD# 1445361
First Allied Advisory Services, Inc.
Score
103
CRD# 2955807
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
98
CRD# 861820
Cuso Financial Services, LP
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secure Investment Management | Tucson, AZ | Sep 2013 - Current | 3 |
| J.d. Mellberg Financial | Tucson, AZ | May 2010 - Current | 7 |
| Unemployed | Tucson, AZ | Dec 2009 - May 2010 | < 1 |
| University Of Nebraska | Lincoln, NE | Aug 2005 - Dec 2009 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- AZ
- CA
- FL
- GA
- IN
- LA
- ME
- TX
-
Total Assets Under Management71MILLIONS
-
Total Number of Accounts1,764ACCOUNTS
-
Average Account Value$40,453
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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