Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Erfort is a financial advisor with Bentallgreenoak Real Estate US LLC located in New York, NY. David has been in the financial services industry since 2008. David has been registered with the state of New York since 1/15/2021 and has passed the Series 7, Series 63, Series 82 and SIE exams. David has prior experience with Sun Life Institutional Distributors (U.S.) LLC, Marco Consulting Group, Inc., Lakeview Securities Corporation 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.
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2
NY
01/15/2021 - Present
Bentallgreenoak Real Estate US LLC (NEW YORK NY)
IL
03/24/2017 - 01/21/2021
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC (CHICAGO IL)
IL
06/26/1998 - 06/28/2001
MARCO CONSULTING GROUP, INC. (CHICAGO IL)
IL
02/08/1994 - 01/14/1998
LAKEVIEW SECURITIES CORPORATION (CHICAGO IL)
NY
08/20/1990 - 10/27/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 04/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2017
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 08/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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