Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Howard Chodosch is a financial advisor with UBS Financial Services Inc. located in Jericho, New York. David has been in the financial services industry since 1995. David holds Series 7, 31, and 63 securities licenses as well as Series 65. He is a registered investment advisor in New York and Texas. He is a financial advisor with over 25 years of experience. David has also been affiliated with Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and D.H. Blair & Co., 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
03/01/2012 - Present
UBS Financial Services Inc. (JERICHO NY)
NY
12/04/1998 - 11/21/2008
CITIGROUP GLOBAL MARKETS INC. (MANHASSET NY)
NY
03/03/1995 - 12/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/16/1994 - 01/18/1995
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 04/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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