Invested Better
Unclaimed

Unclaimed

Unclaimed

David Hirsch

Umergence LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Hirsch

David Hirsch is a financial professional with over two years of experience in the securities industry. David is currently registered with Umergence LLC in Plantsville, Connecticut. David holds the Series 63, SIE, and Series 82TO licenses and is currently registered in Connecticut and New York. David's prior experience includes a role at Avalon Securities, Ltd. in New York.

Firm Information

David Hirsch is currently registered with Umergence LLC. Umergence LLC is a Limited Liability Company formed in 2015. It is registered to operate in all 50 states and the District of Columbia. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Hirsch’s Registration & Firm History

CT

01/09/2024 - Present

Umergence LLC (PLANTSVILLE CT)

NY

04/29/2021 - 01/02/2024

AVALON SECURITIES, LTD. (NEW YORK NY)

Not sure if David Hirsch is right for you?

Licenses & Designations

BC

Issued 05/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/29/2021

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/29/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Hirsch.
Not sure if David Hirsch is right for you?