Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hirsch is a financial advisor at UBS Financial Services Inc., with over 30 years of experience in the industry. David has a strong track record of providing personalized financial advice to individuals, families, and businesses. David is committed to helping clients achieve their financial goals, and has a passion for working with those who are passionate about fatherhood. David is also involved in several charitable organizations, including the Illinois Fatherhood Initiative and the 21st Century Dads Foundation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
07/11/2016 - Present
UBS Financial Services Inc. (CHICAGO IL)
IL
02/11/2008 - 04/05/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
IL
07/31/1993 - 02/14/2008
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
03/20/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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