Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid MacIak is an investment advisor representative associated with Oppenheimer & Co. Inc., which is headquartered in New York, NY. David has been working in the financial industry since March 1994 and has a background at several firms including Chase Investment Services Corp, Dreyfus Service Corporation, VFINANCE INVESTMENTS, INC, Ladenburg, Thalmann & Co., Inc., and J.P. Morgan Securities LLC. David is registered with the following states: Florida, New Jersey, New York, North Carolina, Pennsylvania, 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
06/01/2018 - Present
Oppenheimer & Co. Inc. (FLORHAM PARK NJ)
NJ
10/01/2012 - 06/12/2018
J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)
NJ
08/18/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FLORHAM PARK NJ)
NJ
06/24/2005 - 08/15/2006
DREYFUS SERVICE CORPORATION (PARAMUS NJ)
FL
01/01/2002 - 06/17/2005
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
11/24/1999 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
NY
08/05/1996 - 12/22/1999
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
03/15/1994 - 08/27/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
BOTH
Issued 01/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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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