Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Citrin is a financial advisor with Keybanc Capital Markets Inc. David has been in the industry since 2009 and holds the Series 7, 79 and 63 licenses. David has experience working with clients in both the investment banking and brokerage industries. David is registered with the state of California and is a registered representative with FINRA.
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
CA
05/03/2021 - Present
Keybanc Capital Markets Inc. (San Francisco CA)
CA
08/15/2019 - 05/19/2021
FIFTH THIRD SECURITIES, INC. (San Francisco CA)
CA
11/02/2017 - 08/07/2019
MVP CAPITAL ADVISORS, LLC (San Francisco CA)
CA
11/26/2012 - 11/01/2017
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
TX
05/27/2009 - 09/10/2009
RBC CAPITAL MARKETS CORPORATION (AUSTIN TX)
BC
Issued 01/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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