Unclaimed
David Tutrone is a financial professional with over 15 years of experience in the industry. David is currently registered with Deloitte Corporate Finance LLC. Previous experience includes roles at Robert W. Baird & Co. Incorporated and J.P. Morgan Securities LLC. David holds the Series 7, Series 63, SIE and Series 79TO licenses. David is registered in 24 states.
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.
1
2
IL
07/08/2015 - Present
Deloitte Corporate Finance LLC (CHICAGO IL)
IL
05/30/2012 - 10/16/2014
ROBERT W. BAIRD & CO. INCORPORATED (CHICAGO IL)
NY
10/01/2008 - 06/01/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/06/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 08/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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