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David Louis Turkaly

Citizens JMP Securities, LLC

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About David Louis Turkaly

David Turkaly is a financial professional with over 20 years of experience in the industry. David currently holds a Series 7, 86, 87 and SIE license, and is registered with Citizens JMP Securities, LLC in New York, NY. David has held previous positions at Susquehanna Financial Group, LLLP, W.R. Hambrecht + Co., LLC, CIBC World Markets Corp. and ING Barings LLC. David holds a Series 63 license and is registered in New York.

Firm Information

David Turkaly is currently registered with Citizens JMP Securities, LLC. Citizens JMP Securities, LLC, a Limited Liability Company, was formed in 2002 and is approved in all 50 states and the District of Columbia. The firm has received one SEC registration and 51 state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

238

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 Turkaly’s Registration & Firm History

NY

08/06/2012 - Present

Citizens JMP Securities, LLC (NEW YORK NY)

NY

07/31/2006 - 01/25/2012

SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)

NY

06/10/2003 - 07/25/2006

W.R. HAMBRECHT + CO., LLC (NEW YORK NY)

NY

03/01/2000 - 11/12/2002

CIBC WORLD MARKETS CORP. (NEW YORK NY)

NY

06/24/1999 - 03/01/2000

ING BARINGS LLC (NEW YORK NY)

NY

11/01/1996 - 12/20/1996

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/30/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Louis Turkaly.
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