Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Bartsokas is a financial advisor with over 25 years of experience in the financial industry. David is registered with Edward Jones, a firm with over $800 Billion in assets under management, and is actively licensed in 52 states. David has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. David has served clients in various sectors including individuals, businesses, pension plans, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
05/08/2024 - Present
Edward Jones (Ballwin MO)
NJ
03/20/2001 - 04/24/2002
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
CT
07/12/1999 - 02/28/2000
PILGRIM SECURITIES, INC. (WINDSOR CT)
MO
02/17/1999 - 07/06/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IL
09/15/1997 - 08/04/1998
COVA LIFE SALES COMPANY (OAKBROOK TERRACE IL)
MA
04/24/1995 - 08/01/1997
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
MO
06/30/1992 - 12/15/1994
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
CT
05/02/1990 - 06/25/1992
ADVEST, INC. (HARTFORD CT)
MO
06/19/1985 - 04/12/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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