Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Geske is a financial professional with over 25 years of experience in the industry. David is currently registered with Crito Capital LLC and previously held positions with Columbus Advisory Group, LTD., SCI Capital Markets LLC, Gladstone Securities, LLC, HVB Capital Markets, Inc., and Creditanstalt International Advisers, Inc. David has a wide range of experience and holds several licenses and designations, including Series 7, 24, 28, 50, 63, 79TO, 99TO, and SIE. David specializes in non-discretionary services and portfolio management for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary 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.
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2
CT
10/12/2016 - Present
Crito Capital LLC (WESTPORT CT)
CT
06/03/2015 - 11/04/2016
COLUMBUS ADVISORY GROUP, LTD. (DARIEN CT)
CT
05/03/2013 - 02/22/2016
SCI CAPITAL MARKETS LLC (Darien CT)
CT
11/18/2003 - 05/10/2013
GLADSTONE SECURITIES, LLC (RIVERSIDE CT)
NY
08/10/1996 - 01/31/2003
HVB CAPITAL MARKETS, INC. (NEW YORK NY)
NY
12/21/1994 - 05/13/1996
CREDITANSTALT INTERNATIONAL ADVISERS, INC. (NEW YORK NY)
BC
Issued 07/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2003
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/08/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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