Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Citron is a financial professional based in Towson, MD. David has been in the industry since 1987 and has a strong background in investment advisory services. David's career spans several firms including Peregoff Rottman & Associates Incorporated and currently WMS Partners, LLC. David holds the Series 2, 3, 7, 63, and 65 licenses. David also has the designation of Chartered Financial Analyst.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
04/23/2002 - Present
WMS Partners, LLC (TOWSON MD)
NA
03/25/1987 - 05/31/1990
PEREGOFF ROTTMAN & ASSOCIATES INCORPORATED
IA
Issued 09/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/1992
Series 2 - Non-Member General Securities Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
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