Unclaimed
David Burton Loucks is a financial advisor with Third500, LLC. David has been in the financial services industry since 2011. David holds the Series 79, Series 63, and Series 24 licenses. David is registered with the state of Illinois, Maryland, and New York.
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
IL
10/05/2011 - Present
Third500, LLC (Wilmette IL)
BC
Issued 04/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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