Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glad is a financial professional with over 3 years of experience in the financial services industry. David is currently registered with Citigroup Global Markets Inc. as a Registered Representative in Texas. Previously, David was a Registered Representative for J.P. Morgan Securities LLC in San Antonio, TX from June 2019 to April 2022. David has a broad range of experience and holds multiple industry licenses including Series 7, 63, 66, 24, 52, 53, 9, and 10.
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.
1
2
DC
06/15/2022 - Present
Citigroup Global Markets Inc. (Washington DC)
TX
06/14/2019 - 04/29/2022
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
BOTH
Issued 06/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/01/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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