Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pusinsky is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chicago, Illinois. David is also registered in Texas. David has been in the industry since 2012 and holds a Series 7, Series 10, Series 24, and Series 66 licenses. David's previous employers include BOFA Securities, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CITIGROUP GLOBAL MARKETS INC.. David's expertise is in financial planning, investment management and portfolio management services for both individuals and businesses. David has access to the resources of Merrill Lynch, one of the largest and most respected financial institutions in the world, to help clients achieve their financial goals.
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
IL
07/03/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Chicago IL)
NY
05/10/2019 - 06/28/2019
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/03/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/05/2012 - 06/06/2014
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
BOTH
Issued 09/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
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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