Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cleary is a financial advisor with over 25 years of experience in the industry. He is currently registered with Fortis Capital Advisors, LLC in both New York and Kansas. David has a strong background in financial planning, portfolio management, and pension consulting. He holds the Series 7, 24, 53 and 63 licenses, as well as the SIE and Series 65 exams. He is also a Chartered Financial Analyst. David has a proven track record of success in helping 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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NY
02/05/2024 - Present
Fortis Capital Advisors, LLC (Briarcliff Manor NY)
NY
04/01/2004 - 11/01/2017
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
NY
08/05/2003 - 04/01/2004
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
06/06/1994 - 01/21/2003
LAZARD FRERES & CO. LLC (NEW YORK NY)
IA
Issued 10/10/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/05/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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