Unclaimed
David Paul Dahlson is an Investment Banking Registered Representative who has been in the industry since November 24, 2014. David is currently registered with Guggenheim Securities, LLC and holds the Series 63, SIE and Series 79 licenses. David was previously registered with MACQUARIE CAPITAL (USA) INC. and CREDIT SUISSE SECURITIES (USA) LLC. David's professional experience spans across multiple financial firms, demonstrating a diverse range of expertise.
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
TX
10/23/2018 - Present
Guggenheim Securities, LLC (Houston TX)
TX
07/13/2017 - 11/14/2018
MACQUARIE CAPITAL (USA) INC. (HOUSTON TX)
TX
11/12/2014 - 06/29/2017
CREDIT SUISSE SECURITIES (USA) LLC (HOUSTON TX)
BC
Issued 11/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure David Dahlson is the right advisor for you? Invested Better is here to help.