Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Budka has been in the financial industry since April 1999. David is currently registered with BNY Mellon Securities Corp. in Boston, Massachusetts. David has a history of working with both individuals and businesses. David is also a registered representative with FINRA. David has experience with a variety of financial products and services, including securities, variable contracts, and investment company products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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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MA
08/07/2024 - Present
BNY Mellon Securities Corp. (BOSTON MA)
MN
08/23/2023 - 08/07/2024
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
ME
09/17/2021 - 12/21/2022
FORESIDE FINANCIAL SERVICES, LLC (PORTLAND ME)
MA
04/24/2018 - 05/19/2021
GWFS EQUITIES, INC. (Boston MA)
TX
08/25/2017 - 04/23/2018
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
MA
10/29/2013 - 12/21/2016
MBSC SECURITIES CORPORATION (BOSTON MA)
MA
01/02/2013 - 10/17/2013
MML DISTRIBUTORS, LLC (BOSTON MA)
MA
02/29/2008 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)
MA
01/31/2006 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
ME
11/13/2001 - 12/11/2002
CITIZENS SECURITIES (PORTLAND ME)
RI
05/01/1998 - 09/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
05/20/1997 - 04/21/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/20/1997 - 04/21/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
09/11/1996 - 03/28/1997
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 02/03/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/19/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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