Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Graetz is a financial advisor with Allstate Financial Services, LLC. He has been in the financial services industry for over 14 years. David has a Series 7, Series 63, and SIE. He is registered in California, Florida, New Jersey, New York and South Carolina. David was previously employed with TFS Securities, Inc., Cabot Lodge Securities LLC, MetLife Securities Inc., and David Lerner Associates, Inc.
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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NJ
01/03/2023 - Present
Allstate Financial Services, LLC (PARAMUS NJ)
NJ
06/07/2013 - 12/31/2022
TFS SECURITIES, INC. (LINCROFT NJ)
NY
01/07/2013 - 06/25/2013
CABOT LODGE SECURITIES LLC (NEW YORK NY)
NJ
10/18/2011 - 01/09/2013
METLIFE SECURITIES INC. (ELMWOOD PARK NJ)
NJ
03/18/2009 - 11/03/2011
DAVID LERNER ASSOCIATES, INC. (TEANECK NJ)
BC
Issued 03/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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