Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fisekci is a financial professional with over 20 years of experience in the industry. David has been registered with Citigroup Global Markets Inc. since March 2022. Prior to that, David held positions at firms such as ALLSTATE FINANCIAL SERVICES, LLC, CAPITAL ONE INVESTMENT SERVICES LLC, GREENPOINT SECURITIES LLC, ESSEX NATIONAL SECURITIES, INC. and PARK AVENUE SECURITIES LLC. David holds Series 6, Series 63 and SIE licenses. David has experience in various areas of financial advising, including portfolio management for individuals and businesses, financial planning, asset allocation advice and pension consulting.
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.
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.
Asset allocation advice
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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2
NY
03/08/2022 - Present
Citigroup Global Markets Inc. (Jericho NY)
NY
02/03/2017 - 09/29/2021
ALLSTATE FINANCIAL SERVICES, LLC (Hauppauge NY)
NY
01/02/2015 - 02/05/2015
CAPITAL ONE SHAREBUILDER, INC. (LITTLE NECK NY)
NY
01/03/2005 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (LITTLE NECK NY)
NY
01/02/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
05/31/2000 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
05/03/1999 - 05/19/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/11/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 05/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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