Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Amar is a financial advisor registered with William Blair in Chicago, Illinois. David is licensed in several states, including California, Illinois, and Texas. David has been in the financial services industry since 2003. David's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. David holds the Series 7, 10, 9, 24, 63, and 65 licenses as well as the SIE.
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.
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.
Equity research 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
02/21/2020 - Present
William Blair (CHICAGO IL)
CA
03/10/2014 - 02/25/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
10/01/2008 - 02/26/2014
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
GA
03/30/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ATLANTA GA)
IA
Issued 03/07/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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