Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mokski is a financial professional with over 3 years of experience in the industry. David is currently registered with Allstate Financial Services, LLC in Rochester, NY and holds Series 7TO, Series 63 and SIE licenses. David previously worked with MML Investors Services, LLC and Pruco Securities, LLC. David is currently registered in New York, Pennsylvania and Tennessee.
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.
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2
NY
07/07/2023 - Present
Allstate Financial Services, LLC (Rochester NY)
NY
09/03/2021 - 02/07/2023
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
03/01/2021 - 03/31/2021
MML INVESTORS SERVICES, LLC (ORCHARD PARK NY)
NY
09/16/2019 - 01/29/2021
PRUCO SECURITIES, LLC. (AMHERST NY)
BC
Issued 05/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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