Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Caleb Wilson is a financial professional with over 10 years of experience in the securities industry. David is currently registered with C&C Trading LLC and is based in Greenwich, CT. David is licensed to conduct securities business in the state of Connecticut. Previously, David worked with Bluefin Capital Management, LLC and Diamond Carter Trading, L.L.C. David holds the following licenses: Series 63, SIE, Series 57, and Series 7.
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.
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2
CT
09/06/2022 - Present
C&C Trading LLC (Greenwich CT)
NY
06/17/2016 - 03/06/2020
BLUEFIN CAPITAL MANAGEMENT, LLC (NEW YORK NY)
NY
10/27/2003 - 03/31/2010
DIAMOND CARTER TRADING, L.L.C. (NEW YORK NY)
BC
Issued 04/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 57 - Securities Trader Exam
BC
Issued 03/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
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