Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McMillan is a financial advisor registered in New York. David has been working in the securities industry since 1983. Currently, David is affiliated with Corporate Partners & Co. LLC. Prior to this, David was employed by MUFG Securities Americas Inc, Lazard Capital Markets LLC, Lazard Freres & Co. LLC and Drexel Burnham Lambert Incorporated. David holds Series 7, 24, 63 and 79TO licenses.
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
NY
02/21/2018 - Present
Corporate Partners & Co. LLC (NEW YORK NY)
NY
10/11/2011 - 05/01/2017
MUFG SECURITIES AMERICAS INC. (NEW YORK NY)
NY
04/15/2005 - 09/01/2011
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
07/22/1985 - 05/10/2005
LAZARD FRERES & CO. LLC (NEW YORK NY)
NA
10/19/1983 - 06/29/1985
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 10/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/1996
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 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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