Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gellert is a registered representative with Loop Capital Markets LLC. David is a registered representative in Illinois. David has 10 years of experience in the securities industry. David's registration with Loop Capital Markets LLC began on 10/29/2013. David has passed the Series 63, Series 52, Series 72 and SIE exams. David was previously employed by G.X. CLARKE & CO..
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.
Transition management services/equity research services
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.
Negotiated fees for research services
1
2
IL
10/29/2013 - Present
Loop Capital Markets LLC (CHICAGO IL)
NJ
08/08/2011 - 08/19/2011
G.X. CLARKE & CO. (JERSEY CITY NJ)
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/05/2011
Series 72 - Government Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Gellert is the right advisor for you? Invested Better is here to help.
