Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David i.? Claim Your ProfileDavid Ivanovitch Obolensky is a registered representative of UBS Financial Services Inc. David has been in the securities industry since 1978. Prior to joining UBS, David was affiliated with Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. David holds the Series 3, 7, and 63 licenses. David's firm offers a variety of investment advisory services, including financial planning, portfolio management for businesses and individuals, pension consulting, publication of periodicals, and selection of other advisors.
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
TN
07/17/2009 - Present
UBS Financial Services Inc. (NASHVILLE TN)
TN
07/31/1993 - 04/20/2009
CITIGROUP GLOBAL MARKETS INC. (NASHVILLE TN)
NY
03/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/01/1978 - 03/07/1988
E. F. HUTTON & COMPANY INC
BC
Issued 10/09/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1987
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1978
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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