Unclaimed
David Ravodowitz has over 20 years of experience in the financial industry. David is currently registered with Herbert J. Sims & Co, Inc. and has been registered with them since November 2013. David's experience includes working with clients in Connecticut, Delaware, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Texas. David is a Series 7 and Series 63 licensed representative.
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
FL
11/15/2013 - Present
Herbert J. Sims & CO, Inc. (BOCA RATON FL)
FL
08/10/2000 - 11/25/2013
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
NY
07/11/2000 - 08/09/2000
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 06/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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