linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Lee Wetzstein

Susquehanna Financial Group, Lllp

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Lee Wetzstein

David Wetzstein is a financial professional with over 18 years of experience in the industry. David currently works at Susquehanna Financial Group, Lllp, where he has been employed since 2010. Previous experience includes positions at SG Americas Securities, LLC, Martin Allen Trading, LLC, Headless Horseman Trading, LLC, and Stuyvesant Trading Group, L.L.C. David holds a Series 7, Series 55, Series 57TO, SIE and Series 63 licenses. He is currently registered in 11 states including Connecticut, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, Texas, Utah, Washington, and California.

Firm Information

David Wetzstein is currently registered with Susquehanna Financial Group, Lllp. Susquehanna Financial Group, Lllp is a firm registered in all 50 states and the District of Columbia, as well as with the SEC. It was formed on July 25, 2002, and is classified as an "Other Types of Legal Formation".

Not reported

Assets Under Management

Not reported

Total Clients

128

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Wetzstein’s Registration & Firm History

CT

07/14/2010 - Present

Susquehanna Financial Group, Lllp (STAMFORD CT)

NY

01/16/2008 - 06/22/2010

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

NY

06/01/2006 - 10/12/2007

MARTIN ALLEN TRADING, LLC (SCARSDALE NY)

NY

02/01/2005 - 09/29/2006

HEADLESS HORSEMAN TRADING, LLC (NEW YORK NY)

NY

02/24/2004 - 04/07/2005

STUYVESANT TRADING GROUP, L.L.C. (NEW YORK NY)

Not sure if David Lee Wetzstein is right for you?

Licenses & Designations

BC

Issued 06/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/24/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Lee Wetzstein.
Not sure if David Lee Wetzstein is right for you?