Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lefebre is a financial advisor with Lasalle St. Investment Advisors, LLC. David has been in the industry since 2018. David has a Series 7, Series 63 and SIE licenses and has been registered in multiple states, including New York, North Carolina, Ohio, Colorado, Florida, Maryland, and Pennsylvania. David previously worked for HSBC Securities (USA) Inc. and Lincoln Investment.
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.
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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IL
02/03/2025 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
NY
07/07/2020 - 02/01/2022
LINCOLN INVESTMENT (GETZVILLE NY)
NY
12/11/2018 - 06/29/2020
HSBC SECURITIES (USA) INC. (DEPEW NY)
BC
Issued 02/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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