Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Williamson is a financial advisor with Keybanc Capital Markets Inc. in CLEVELAND, OH. David Williamson has over 25 years of experience in the financial services industry. He has a strong background in investment banking and has worked with a variety of clients, including institutional investors, high-net-worth individuals, and corporations.
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.
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.
1
2
OH
07/12/2022 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
NY
05/17/2021 - 07/06/2022
SVB SECURITIES LLC (NEW YORK NY)
NY
07/07/2017 - 08/06/2020
INSTINET, LLC (NEW YORK NY)
NY
03/17/2011 - 06/30/2017
BREAN CAPITAL, LLC (NEW YORK NY)
NY
10/01/1991 - 01/25/2005
SWISS AMERICAN SECURITIES INC. (NEW YORK NY)
CT
03/20/1990 - 06/28/1991
ADVEST, INC. (HARTFORD CT)
BC
Issued 06/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2011
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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