Unclaimed
David Isacovici is an active broker with Commonfund Securities, Inc. David has been in the securities industry since February 18, 2006. David has Series 3, 7 and 66 licenses and is registered in all 50 states and the District of Columbia. David has previously held positions at AMUNDI DISTRIBUTOR US, INC., SG AMERICAS SECURITIES, LLC, TEACHERS PERSONAL INVESTORS SERVICES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
1
2
CT
05/16/2023 - Present
Commonfund Securities, Inc. (WILTON CT)
NY
01/03/2022 - 05/01/2023
AMUNDI DISTRIBUTOR US, INC. (New York NY)
NY
09/03/2014 - 01/04/2022
SG AMERICAS SECURITIES, LLC (NEW YORK NY)
NY
05/28/2008 - 08/25/2014
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
01/01/2006 - 04/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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