Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ratcliff is a financial advisor with Pentegra Distributors Inc. in White Plains, NY. David is a Series 6 and Series 63 licensed professional with over 20 years of experience in the financial services industry. David has previously worked with TIAA-CREF Individual & Institutional Services, LLC and The Benham Group.
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
NY
02/28/2023 - Present
Pentegra Distributors Inc. (WHITE PLAINS NY)
CO
02/06/2007 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
NY
03/28/1996 - 06/13/2000
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NA
06/01/1994 - 03/06/1996
THE BENHAM GROUP
BC
Issued 02/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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