Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Iverson is a financial professional with over 20 years of experience in the securities industry. Currently registered with Lazard Freres & Co. LLC, David holds various licenses, including Series 7, 24, 62, 63, and 79TO. David has previously worked with Goldsmith, Agio, Helms Securities, Inc. and Lazard Middle Market LLC.
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
MN
03/31/2022 - Present
Lazard Freres & Co. LLC (MINNEAPOLIS MN)
MN
06/19/2008 - 03/31/2022
LAZARD MIDDLE MARKET LLC (Minneapolis MN)
MN
12/07/2007 - 07/23/2008
LAZARD FRERES & CO. LLC (MINNEAPOLIS MN)
MN
04/22/2002 - 07/23/2008
GOLDSMITH, AGIO, HELMS SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 05/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2007
Series 24 - General Securities Principal 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 01/11/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2002
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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