Unclaimed
David Sharp is a financial advisor with over 12 years of experience in the industry. David is currently registered with Credit Agricole Securities (usa) Inc. and is licensed to offer investment banking services. David has a Series 7, Series 63, Series 79, and SIE licenses. David previously worked at Truist Securities, Inc.
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
07/28/2022 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
GA
05/03/2010 - 05/16/2022
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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