Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Logan is a financial professional with over 5 years of experience in the industry. David is registered with Umergence LLC in Plantsville, Connecticut. David is a Series 7, Series 24, Series 63, and Series 14 licensed individual. David is registered with the state of Connecticut, Massachusetts, and New York.
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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CT
09/19/2017 - Present
Umergence LLC (Plantsville CT)
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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