Unclaimed
David Creamer is a financial professional with over 30 years of experience in the industry. David is currently a Registered Representative at KPMG Corporate Finance LLC, where he began his career in April 2018. Prior to that, he spent over 2 years as a Registered Representative with US ARMA PARTNERS LP. David has also worked for RBC CAPITAL MARKETS, LLC, Jefferies & Company, Inc. and Broadview International LLC. David holds a Series 63, 24, 79TO, SIE and Series 7 licenses. David has been registered in 35 states and is currently registered in 35 states for both Broker-Dealer and Investment Advisor.
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
CA
04/30/2018 - Present
Kpmg Corporate Finance LLC (SANTA CLARA CA)
CA
07/28/2015 - 04/24/2018
US ARMA PARTNERS LP (Palo Alto CA)
CA
11/07/2011 - 05/18/2015
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
02/27/2004 - 09/06/2011
JEFFERIES & COMPANY, INC. (FOSTER CITY CA)
NY
10/16/1992 - 02/27/2004
BROADVIEW INTERNATIONAL LLC (NEW YORK NY)
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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