Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Steinberg is a registered representative with BofA Securities, Inc. David has worked in the industry since 2007. David is a Series 7 and 63 licensed representative. David has previously worked for Gleacher & Company Securities, Inc. and Credit Suisse Securities (USA) LLC.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
11/19/2022 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
02/11/2013 - 04/19/2013
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
02/18/1999 - 09/21/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/31/1996 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/29/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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