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 Gilbert is a financial professional with over 12 years of experience in the securities industry. He is currently registered with Susquehanna Financial Group, Lllp and Susquehanna Securities, LLC in Bala Cynwyd, PA. David has a strong track record of success in the financial services industry, holding a variety of licenses and certifications, including the Series 7, Series 55, Series 56, Series 62, Series 57TO and the SIE. David is also a registered representative in Pennsylvania. He has a proven ability to provide high-quality financial advice to clients, helping them achieve their financial goals.
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
PA
01/09/2015 - Present
Susquehanna Financial Group, Lllp (BALA CYNWYD PA)
PA
07/26/2012 - 01/22/2015
SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)
BC
Issued 05/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2011
Series 56 - Proprietary Trader Qualification 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
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, 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
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