Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marchan is a financial advisor currently associated with Nylife Securities LLC. David has been in the financial services industry for over 23 years. He holds Series 4, 6, 7, 63 and SIE licenses. David is registered in New York and New Jersey. David has previous experience with BLUESTONE CAPITAL PARTNERS, L.P. and DALTON KENT SECURITIES GROUP, INC.
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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2
NY
02/29/2024 - Present
Nylife Securities LLC (NEW YORK NY)
NY
03/28/2000 - 11/30/2000
BLUESTONE CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
04/29/1999 - 12/23/1999
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
BC
Issued 04/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2000
Series 4 - Registered Options Principal Examination
BC
Issued 02/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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