Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ray Loesch is a financial professional with over 30 years of experience in the securities industry. He is currently registered with Newedge Securities, Inc. and has been with them since July 7, 2017. Previous affiliations include WFG Investments, Inc., First Allied Securities, Inc. and D.E. Frey & Company, Inc. David has a wide range of experience and holds licenses including Series 7, Series 24, Series 52TO, and Series 63. David is licensed in 34 states and is committed to providing his clients with high-quality financial advice and services.
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
07/07/2017 - Present
Newedge Securities, Inc. (KATY TX)
TX
03/28/2001 - 07/12/2017
WFG INVESTMENTS, INC. (KATY TX)
CA
10/03/2000 - 05/10/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CO
08/03/1993 - 10/26/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
BC
Issued 08/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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