Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kritzer is a financial advisor with J.P. Morgan Securities LLC in Atlanta, GA. David has over 25 years of experience in the financial industry. David holds Series 3, 7, 63, and 65 licenses as well as the SIE exam. Previously, David was a financial advisor with UBS Financial Services Inc. and Deutsche Bank Securities Inc. David's specialties include Portfolio Management for Individuals and Businesses, Financial Planning, and Selection of Other Advisors. David is registered in 30 states including Georgia, Louisiana, North Carolina, Ohio, 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
GA
03/04/2019 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
11/20/2008 - 02/12/2019
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
01/13/2001 - 12/18/2008
DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)
MD
03/17/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NJ
04/07/1994 - 03/27/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 3 - National Commodity Futures Examination
BC
Issued 04/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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