Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Demas is a financial advisor with Finalis Securities LLC. David has been a financial advisor for over 15 years and has a strong track record of success. David has earned the Series 7, Series 63, Series 66, and Series 82TO licenses. David is registered in Illinois and Wisconsin. David has experience working with clients in a variety of industries and is committed to providing personalized financial advice to help his clients achieve their financial goals.
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
NY
07/31/2022 - Present
Finalis Securities LLC (New York NY)
IL
07/29/2011 - 12/05/2011
AUSDAL FINANCIAL PARTNERS, INC. (CAROL STREAM IL)
IL
12/04/2008 - 12/07/2009
ROSENTHAL GLOBAL SECURITIES LLC (CHICAGO IL)
IL
11/15/2006 - 09/04/2007
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
BC
Issued 08/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2022
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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