Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McCormack is a registered investment advisor with J.P. Morgan Securities LLC, based in Birmingham, MI. David has been in the industry since 2016, and holds Series 63, 66, and 7 licenses, in addition to the SIE and Series 52 exams. David has previously worked for Jefferies LLC and FBR Capital Markets & Co. David McCormack is registered to provide investment advisory services in 53 states and 2 provinces, including Michigan, Texas and other states. The advisor's firm J.P. Morgan Securities LLC has more than $50 billion in assets under management. David McCormack has over 8 years of experience in the financial industry. David McCormack focuses on financial planning, pension consulting and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MI
04/27/2023 - Present
J.p. Morgan Securities LLC (Birmingham MI)
NY
03/16/2017 - 07/01/2021
JEFFERIES LLC (NEW YORK NY)
VA
05/17/2016 - 03/17/2017
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
BOTH
Issued 02/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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