Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Coard is a financial professional with over 30 years of experience in the securities industry. David has a strong track record of providing investment advice and guidance to individual and institutional clients. He is currently registered with Siebert Williams Shank & Co., LLC and has held previous positions with The Williams Capital Group, L.P., Lehman Government Securities Inc., Lehman Brothers Inc., and Lehman Special Securities Inc. David is licensed to provide investment advice in 18 states and holds a number of professional licenses, including Series 7, 24, 52, 53, 63, 72 and SIE.
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
IL
11/05/2019 - Present
Siebert Williams Shank & CO., LLC (CHICAGO IL)
IL
12/01/1995 - 11/05/2019
THE WILLIAMS CAPITAL GROUP, L.P. (CHICAGO IL)
NA
11/15/1988 - 10/12/1994
LEHMAN GOVERNMENT SECURITIES INC.
NY
02/27/1987 - 10/12/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/15/1988 - 07/18/1994
LEHMAN SPECIAL SECURITIES INC.
BC
Issued 10/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Coard is the right advisor for you? Invested Better is here to help.
