Unclaimed
David Flamm is a securities professional with over a decade of experience in the financial services industry. David has held positions at several firms, including Exchangeright Securities, LLC, SKYWAY CAPITAL MARKETS, LLC, and PEACHTREE PC INVESTORS, LLC. David holds FINRA Series 7 and 63 licenses and the SIE designation. David is currently registered with Exchangeright Securities, LLC in California and several other states.
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
CA
10/21/2021 - Present
Exchangeright Securities, LLC (Pasadena CA)
FL
09/08/2021 - 09/30/2021
SKYWAY CAPITAL MARKETS, LLC (TAMPA FL)
CA
09/09/2020 - 08/25/2021
EXCHANGERIGHT SECURITIES, LLC (PASADENA CA)
GA
09/03/2019 - 08/17/2020
PEACHTREE PC INVESTORS, LLC (ATLANTA GA)
CA
01/15/2019 - 08/30/2019
EMERSON EQUITY LLC (SAN MATEO CA)
GA
02/22/2017 - 01/04/2019
PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)
IL
03/28/2012 - 02/13/2017
INLAND SECURITIES CORPORATION (OAK BROOK IL)
BC
Issued 04/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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