Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gesmondi is a financial professional with over 20 years of experience in the industry. He is currently registered with Bellmark Partners, LLC. David has held previous roles with KeyBanc Capital Markets Inc., Covington Associates, LLC and Fleet Securities, Inc. David holds a Series 7, 24, 63, 99TO and SIE license. David is also registered in the state of Massachusetts and Ohio.
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
MA
05/06/2011 - Present
Bellmark Partners, LLC (BOSTON MA)
OH
02/23/2006 - 06/01/2009
KEYBANC CAPITAL MARKETS INC. (CLEVELAND OH)
MA
04/16/2004 - 03/21/2006
COVINGTON ASSOCIATES, LLC (BOSTON MA)
TX
09/05/2000 - 03/31/2004
FLEET SECURITIES, INC. (DALLAS TX)
CA
03/29/2000 - 09/05/2000
FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
TX
10/06/1999 - 03/31/2000
FLEET SECURITIES, INC. (DALLAS TX)
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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