Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Parsekian is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. David has over 20 years of experience in the financial services industry. David holds both Series 7 and Series 66 registrations, which are required to sell securities and provide investment advice in the United States. In addition, David holds the Series 63 registration which allows David to sell securities in New Jersey. David is licensed to sell securities in 26 states. David has worked at Merrill Lynch since April 2012. Previously, David worked at Thomas Weisel Partners LLC in San Francisco, California.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/24/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PARAMUS NJ)
CA
02/18/1999 - 06/18/2002
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
BOTH
Issued 07/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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