Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bouchey is a financial advisor with over 13 years of experience in the industry. David is currently registered with Aegis Capital Corp. in New York, New York. David has previously worked with Blaylock Van, LLC, IFS Securities, Canaccord Adams Inc., RBC Capital Markets Corporation, C.E. Unterberg, Tobin, LLC., and Bigelow & Company. David has experience in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. David is also a licensed Series 7, 63, 86 and 87.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
NY
11/07/2022 - Present
Aegis Capital Corp. (NEW YORK NY)
CA
08/31/2020 - 11/09/2022
BLAYLOCK VAN, LLC (OAKLAND CA)
GA
10/05/2015 - 11/15/2019
IFS SECURITIES (ATLANTA GA)
MA
09/26/2006 - 07/30/2007
CANACCORD ADAMS INC. (BOSTON MA)
NY
03/15/2004 - 06/23/2006
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
07/17/2000 - 03/03/2004
C.E. UNTERBERG, TOWBIN, LLC. (NEW YORK NY)
GA
09/30/1999 - 05/17/2000
BIGELOW & COMPANY (ATLANTA GA)
BC
Issued 03/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/09/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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