Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carl Massa is a registered investment advisor representative with Citigroup Global Markets Inc., based in Bay Shore, NY. David has been in the financial services industry since April 1989. David's primary office is in Bay Shore, NY, and he also has a secondary office in Hauppauge, NY. David holds the following licenses: Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, and Series 65. David has prior registrations with firms including CITICORP INVESTMENT SERVICES, BNY INVESTMENT CENTER INC., WIT CAPITAL CORPORATION, and QUICK & REILLY, INC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (Bay Shore NY)
NY
01/19/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/21/2005 - 01/17/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
NY
08/10/2000 - 03/18/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CT
09/01/1999 - 07/28/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
NY
09/24/1998 - 08/26/1999
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/08/1990 - 09/21/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/18/1989 - 09/25/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/18/1989 - 09/25/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
08/01/1988 - 11/21/1988
INVESTORS CENTER, INC.
IA
Issued 02/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/1999
Series 4 - Registered Options Principal Examination
BC
Issued 05/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/16/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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