Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lipka is a financial professional with experience in the investment banking industry. David is currently registered with Lazard Freres & Co. LLC in New York, NY. David was previously registered with HSBC Securities (USA) Inc. in New York, NY. David has passed the Series 79TO, Series 63 and SIE exams.
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.
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NY
11/29/2023 - Present
Lazard Freres & Co. LLC (NEW YORK NY)
NY
08/12/2022 - 01/02/2024
HSBC SECURITIES (USA) INC. (NEW YORK NY)
BC
Issued 06/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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