Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eder is a financial advisor with over 25 years of experience in the industry. David is currently registered with Rockefeller Financial LLC in Connecticut and Texas. David has previously held positions at J.P. Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and other firms. David holds Series 7, 55, 63, 66, and SIE licenses.
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.
1
2
CT
06/29/2021 - Present
Rockefeller Financial LLC (Stamford CT)
NY
04/29/2011 - 07/13/2020
J.P. MORGAN SECURITIES LLC (WHITE PLAINS NY)
NY
01/11/2007 - 05/03/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT KISCO NY)
NY
05/23/2006 - 09/29/2006
OPUS TRADING FUND LLC (JERICHO NY)
NY
03/06/2006 - 05/23/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (SYOSSET NY)
NY
01/09/2001 - 03/06/2006
KNIGHT CAPITAL MARKETS, LLC. (PURCHASE NY)
NY
01/09/2001 - 04/10/2001
KNIGHT CAPITAL MARKETS, LLC. (PURCHASE NY)
NY
09/20/2000 - 12/13/2000
KNIGHT CAPITAL MARKETS, LLC. (PURCHASE NY)
TX
08/28/2000 - 09/14/2000
FLEET SECURITIES, INC. (DALLAS TX)
NY
03/11/1997 - 04/03/2000
TRIMARK SECURITIES, L.P. (PURCHASE NY)
MA
11/08/1995 - 02/25/1997
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
09/21/1995 - 11/09/1995
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Eder is the right advisor for you? Invested Better is here to help.
