Unclaimed
David Markey is a financial professional with over 20 years of experience in the industry. David currently holds a Series 7, Series 99 and a SIE license and is registered with Brean Capital, LLC. David has previously held positions at Hunt Financial Securities, Jefferies LLC, Credit Suisse Securities (USA) LLC, HSBC Securities (USA) 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
NY
11/21/2018 - Present
Brean Capital, LLC (Uniondale NY)
NY
03/01/2017 - 01/29/2019
HUNT FINANCIAL SECURITIES (Rye Brook NY)
NY
08/27/2012 - 02/12/2016
JEFFERIES LLC (NEW YORK NY)
NY
10/28/2004 - 03/28/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
03/13/2002 - 01/15/2003
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
12/01/2000 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2012
Series 99 - Operations Professional Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Markey is the right advisor for you? Invested Better is here to help.