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 Gilman is a financial professional with over 30 years of experience in the industry. David is currently registered with Roosevelt & Cross, Inc. and is a Series 7, 24, 53, and 63 licensed individual. David has held prior positions with Drexel Hamilton, LLC, SAFDIE INVESTMENT SERVICES CORP., GREENWICH PARTNERS, LLC, OSCAR GRUSS & SON, INCORPORATED, FLEET SECURITIES, INC. and FLEET SECURITIES INC.. David has a diverse background in financial services and is a trusted advisor to clients in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island.
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.
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2
NY
01/20/2012 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
NY
02/22/2011 - 07/28/2011
DREXEL HAMILTON, LLC (NEW YORK NY)
NY
11/16/2001 - 08/30/2010
SAFDIE INVESTMENT SERVICES CORP. (NEW YORK NY)
CT
05/08/2000 - 01/23/2001
GREENWICH PARTNERS, LLC (STAMFORD CT)
NY
12/07/1999 - 05/09/2000
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
TX
02/02/1998 - 02/14/2000
FLEET SECURITIES, INC. (DALLAS TX)
NY
07/29/1988 - 02/02/1998
FLEET SECURITIES INC. (NEW YORK NY)
BC
Issued 02/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/06/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/28/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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