Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Koval is a registered investment advisor representative with J.P. Morgan Securities LLC. David has been in the industry since August 1980. David has been registered with J.P. Morgan Securities LLC since October 2008. Previously, David was a registered representative with Drexel Burnham Lambert Incorporated, Jefferies & Company, Inc. and Smith Barney, Harris Upham & Co., Incorporated. David specializes in providing financial planning services and portfolio management for individuals and businesses. David is also a registered investment advisor in Illinois and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
01/09/2021 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
NA
09/09/1985 - 05/01/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/25/1984 - 10/28/1985
JEFFERIES & COMPANY, INC.
NA
08/20/1980 - 06/15/1984
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/28/1982
Series 3 - National Commodity Futures Examination
BC
Issued 8/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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