Unclaimed
David Gatliff Ellison is a financial advisor with over 2 years of experience in the industry. He currently works for BDT & MSD Partners, LLC as a registered representative. David has a strong background in investment banking and has passed the Series 7, 79, 24, 63 and SIE exams. David is registered to provide investment advice in all 50 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.
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2
NY
12/06/2021 - Present
BDT & MSD Partners, LLC (New York NY)
BC
Issued 03/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2022
Series 24 - General Securities Principal Examination
BC
Issued 05/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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