Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Koifman is an investment advisor representative who has been in the industry since 2005. David is currently registered with Cetera Investment Advisers LLC. David has previously worked at firms such as Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Investacorp, Inc.. David offers financial planning services, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. David is registered to provide investment advisory services in 2 states.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
CA
07/15/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
09/28/2021 - 07/15/2022
FINALIS SECURITIES LLC (NEW YORK NY)
FL
04/11/2017 - 10/01/2021
CETERA ADVISOR NETWORKS LLC (BOCA RATON FL)
FL
04/11/2017 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
FL
02/24/2016 - 03/27/2017
INVESTACORP, INC. (BOCA RATON FL)
FL
02/18/2015 - 10/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
10/29/2013 - 01/12/2015
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
FL
09/18/2012 - 08/14/2013
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
06/02/2011 - 05/04/2012
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
03/22/2010 - 04/29/2011
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
NJ
07/16/2008 - 02/05/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
01/02/2004 - 08/11/2008
INVESTORS CAPITAL CORP. (BROOKLYN NY)
CA
05/30/2003 - 09/24/2003
CAMDEN SECURITIES, INC. (LOS ANGELES CA)
NY
01/23/2002 - 04/05/2002
JOSEPH STEVENS & COMPANY, INC. (BROOKLYN NY)
NY
01/28/2000 - 03/07/2000
DRAKE & COMPANY, INC. (NEW YORK NY)
TX
05/13/1998 - 06/15/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
NY
03/13/1998 - 05/18/1998
MORGAN GRANT CAPITAL CORP. (GARDEN CITY NY)
NY
12/23/1997 - 02/12/1998
LT LAWRENCE & CO., INC. (NEW YORK NY)
BOTH
Issued 1/4/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/10/2021
Series 4 - Registered Options Principal Examination
BC
Issued 11/16/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/21/2017
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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