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David Charles Apigian

J.p. Morgan Institutional Investments Inc.

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About David Charles Apigian

David Apigian is a financial advisor with over 20 years of experience in the industry. David is currently registered with J.p. Morgan Institutional Investments Inc. and holds Series 6, 7, 63, and 66 licenses. David's previous experience includes roles at Columbia Management Investment Distributors, Inc., Columbia Management Distributors, Inc., State Street Research Investment Services, Inc., and Manufacturers Securities Services, LLC.

Firm Information

David Apigian is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

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.

Fee Structure

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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David Apigian’s Registration & Firm History

NJ

04/18/2016 - Present

J.p. Morgan Institutional Investments Inc. (Jersey City NJ)

MA

05/01/2010 - 04/07/2016

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

11/24/2004 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

10/11/2000 - 11/19/2004

STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)

MA

06/29/2000 - 09/19/2000

MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 05/05/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/28/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2004

Series 7 - General Securities Representative Examination

BC

Issued 06/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Charles Apigian.
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