Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burch is a registered investment advisor representative with Maxim Financial Advisors LLC. David Burch has been in the securities industry since January 14, 1996 and has a strong track record of success in providing financial advice to individuals, businesses, and retirement plans. Maxim Financial Advisors LLC is a well-established firm with a focus on providing personalized financial planning and investment management services. David Burch works out of their New York office and specializes in a variety of areas, including retirement planning, investment management, and wealth management.
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.
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.
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2
NY
07/22/2021 - Present
Maxim Financial Advisors LLC (NEW YORK NY)
NY
06/01/1999 - 10/23/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
02/03/1997 - 06/01/1999
STUART, COLEMAN & CO., INC. (NEW YORK NY)
NY
11/04/1996 - 02/14/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
11/29/1995 - 09/17/1996
THE J.B. SUTTON GROUP, INC. (MELVILLE NY)
IA
Issued 07/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2003
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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