Unclaimed
David Bunzel is a financial advisor who has been in the industry since 1992. David currently works at Young America Capital, LLC, where he has been employed since 2020. Prior to this, David worked for Aletheia Securities, Inc., Cantor, Weiss & Friedner, Inc., Josephthal Lyon & Ross Incorporated, and Schonfeld Securities Inc. David holds Series 7, Series 63, Series 7TO, Series 82TO, and SIE licenses. He is registered with FINRA and the state of 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.
1
2
NY
09/29/2020 - Present
Young America Capital, LLC (MAMARONECK NY)
CA
04/13/1999 - 09/29/2011
ALETHEIA SECURITIES, INC., (SANTA MONICA CA)
NY
04/07/1994 - 03/31/1999
CANTOR, WEISS & FRIEDNER, INC. (NEW YORK NY)
NY
02/26/1993 - 03/18/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
12/21/1992 - 02/17/1993
SCHONFELD SECURITIES INC. (JERICHO NY)
BC
Issued 03/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 09/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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