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David Lee krause Oelkers

Stonex Financial Inc.

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About David Lee krause Oelkers

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.

Firm Information

David Oelkers is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Oelkers’s Registration & Firm History

NY

06/16/2021 - Present

Stonex Financial Inc. (NEW YORK NY)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lee krause Oelkers.
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