Unclaimed
David Oelkers is a financial professional who has been in the industry since June 2021. David is registered with Stonex Financial Inc. and holds a Series 7TO, Series 52TO, Series 53, and Series 24 license. David is licensed in New York.
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
06/16/2021 - Present
Stonex Financial Inc. (NEW YORK NY)
BC
Issued 10/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/19/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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