Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bausman is an investment professional with a broad range of experience in the financial services industry. David is currently registered with Bessemer Investor Services, Inc. in California, Georgia, Illinois, Michigan, Nevada, New York, Oregon, Rhode Island, and Texas. David has a proven track record of success in the financial services industry, with over 15 years of experience. David has held positions at Bessemer Investor Services, Inc. since 2007. David is also a Series 7, Series 63, Series 65, and SIE licensed professional.
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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CA
06/17/2015 - Present
Bessemer Investor Services, Inc. (SAN FRANCISCO CA)
CA
05/30/2007 - 09/16/2009
BESSEMER INVESTOR SERVICES, INC. (SAN FRANCISCO CA)
BC
Issued 06/29/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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