Unclaimed
David Slater is a financial advisor registered with Chelsea Financial Services. David has been in the industry since 1991 and has a Series 7 and Series 63 license. David is registered with the state of Arizona, California, Delaware, New Jersey, New York, North Carolina, Pennsylvania, and Washington.
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.
1
2
NY
08/17/2022 - Present
Chelsea Financial Services (STATEN ISLAND NY)
NJ
12/05/2012 - 08/01/2022
THE INVESTMENT CENTER, INC. (CEDAR KNOLLS NJ)
NJ
08/05/2004 - 12/13/2012
PRIME CAPITAL SERVICES, INC. (ROSELAND NJ)
NY
05/03/1999 - 08/13/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
02/08/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
BC
Issued 06/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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