David Fazendeiro Email & Phone Number

Mountainside, Nj, Us

• Financial Planning• Investment Management• Retirement Planning• Education Planning• Estate Planning• Risk Mitigation and Management• Debt Management and Financing• NEA Retirement Program RepresentativeAll Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. David Fazendeiro is a Registered Representative of The Investment Center, Inc. Clear Focus LL is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Other insurance products are offered through ClearFocus, LLC. The use of the “Connect” feature when establishing a connection with David Fazendeiro/Clear Focus LLC should not be considered a positive reflection of the investment advisory services offered by Clear Focus LLC. Visitors to this page must avoid posting positive reviews of their experiences with Clear Focus LLC or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Clear Focus LLC.

Bedminster, Nj, Us

Bedminster, Nj, Us

• Manage broker dealer succession planning program for acquisitions and sales of advisor practices.• Maintain Salesforce CRM to ensure best practices for advisor relationship management.• Establish processes to engage new advisors and deepen relationships with 250 current advisors.• Conduct surveys and research suggestions and feedback regarding various topics in the industry directly from advisors.• Liaise with Director of Recruiting for supervision of Junior Recruiters.• Assist in the transition process for new advisors.

Bedminster, Nj, Us

• Conduct onsite compliance audits at independent branches located throughout the U.S. for an independent Broker-Dealer and its affiliated Registered Investment Advisory firm• Ongoing transaction analysis of trading records• Advertising and sales literature review and approval • Conduct annual internal audit of Broker Dealer and Registered Investment Advisory firm• Write articles on various securities industry topics for weekly compliance newsletter• Investment account suitability review and approval including options and margin accounts• Advisor email and social media monitoring

• Account Management• Title examination and research of all client accounts/properties• Coordinate and lead real estate purchase and refinance closings • Marketing of the business/title sales and promotion/client relations• Post closing packages for purchases and refinances• Staffing and human resources• Office supply management and inventory• Prepare HUD’s, legal documents and packages for closings• Electronic data inventory• Title commitment endorsements/rundowns/cover records• New Jersey public notary