Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bugbee is a financial advisor who is registered with Citizens JMP Securities, LLC in Massachusetts. David has been in the financial services industry since 2014 and has worked for Citizens Capital Markets and Citizens Securities, Inc. David holds the Series 79, Series 63, and SIE licenses.
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
MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
05/16/2016 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
09/12/2014 - 05/16/2016
CITIZENS SECURITIES, INC. (BOSTON MA)
BC
Issued 12/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure David Bugbee is the right advisor for you? Invested Better is here to help.
