David Varisco
Insurance & Investment Advisor at Financial Management Services Of America
- Role
- Investment Advisor at Fmsa
- Location
- Lafayette, LA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Investment Advisor
Mar 2017 — Present · Lafayette, LA, US
Investment Advisor Representative with the Registered Investment Advisory firm FMSA. A fee based investment management firm. Managing clients savings and retirement plans using comprehensive portfolio construction and risk assessment models.
Education
University of Louisiana at Lafayette
Computer Science and Music Education
1975 — 1978
Skills
- Financial Advisory
- Ira's
- Roth Ira
- Health Insurance
- Asset Allocation
- Mutual Funds
- Risk Management
- Annuities
- Insurance
- Investment Strategies
- Alternative Investments
- Etfs
- Fixed Income
- Employee Benefits
- Equities
- Portfolio Management
- Wealth Transfer
- Investments
- Financial Advice
- Risk
- Wealth Preservation
- Retirement
- Bonds
- 401k
- Wealth Accumulation
- Wealth
- Asset Management
- Insurance Planning
- Group Benefits
- Securities
- Estate Planning
- Annuity
- Personal Finance
- Retirement Savings
- Investment Advisory
- Income Protection
- Stocks
- Pensions
- Retirement Planning
- Comprehensive Wealth Management
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