Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dave? Claim Your ProfileDave Amrani is a financial advisor who has been in the industry since January 22, 2011. Dave is currently registered with J.P. Morgan Securities LLC. Dave is also registered with the states of New Jersey and New York. Dave has been registered with the states of Connecticut, Florida, Georgia, Maryland, New Jersey, New York, and North Carolina in the past. Dave holds a Series 63, 66, and 7 licenses. Dave has experience working with individuals, high-net-worth individuals, corporations or other businesses, insurance companies, pension and profit-sharing plans, charitable organizations, and labor unions. Dave provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/03/2021 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
06/05/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
09/26/2011 - 11/11/2011
ROCKWELL GLOBAL CAPITAL LLC (MELVILLE NY)
NY
05/17/2011 - 10/17/2011
INTERNATIONAL ASSETS ADVISORY, LLC (MELVILLE NY)
NY
07/01/2010 - 05/25/2011
J.P. TURNER & COMPANY, L.L.C. (MELVILLE NY)
BOTH
Issued 06/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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