Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bossov is a financial advisor with over 13 years of experience in the industry. David is currently registered with Fifth Third Securities, Inc. in Illinois. David has been a Registered Representative since 2009 and holds FINRA Series 3, 7, 63, and 66 licenses as well as the SIE exam. David has experience working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisors. David specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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2
IL
06/21/2023 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
IL
07/06/2021 - 06/14/2023
WELLS FARGO CLEARING SERVICES, LLC (EVANSTON IL)
IL
05/30/2014 - 07/08/2021
MORGAN STANLEY (DEERFIELD IL)
IL
10/22/2009 - 01/02/2014
NEW ENGLAND SECURITIES (CHICAGO IL)
BOTH
Issued 11/7/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
BC
Issued 1/6/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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