Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kassner is a financial advisor who has been working in the financial industry since 2009. David has a wide range of experience and is registered to provide financial advice in many states. David is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been employed by AXA ADVISORS, LLC. David has passed several securities examinations and has a variety of specializations to help clients with their financial needs.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/17/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HIGHLAND PARK IL)
IL
05/13/2009 - 11/14/2011
AXA ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 07/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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