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David Scott Ketner

Berkshire Global Advisors LP

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About David Scott Ketner

David Ketner is a financial advisor with Berkshire Global Advisors LP. David has been in the industry since 1999 and holds a Series 7, Series 24, Series 63, Series 79TO, and SIE. David has been registered with FINRA and is licensed in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Iowa, Kentucky, Maryland, Massachusetts, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington, and Wisconsin. Prior to joining Berkshire Global Advisors LP, David worked at ING Financial Markets LLC, ABN AMRO Incorporated, ING Barings LLC, and CIBC Oppenheimer.

Firm Information

David Ketner is currently registered with Berkshire Global Advisors LP. Berkshire Global Advisors LP is an investment advisor registered with the SEC and in 27 states. The firm was formed on August 1, 2018.

Not reported

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Ketner’s Registration & Firm History

NY

09/30/2004 - Present

Berkshire Global Advisors LP (NEW YORK NY)

NY

06/20/2001 - 10/09/2002

ING FINANCIAL MARKETS LLC (NEW YORK NY)

CT

04/30/2001 - 05/29/2001

ABN AMRO INCORPORATED (STAMFORD CT)

NY

03/06/1998 - 04/30/2001

ING BARINGS LLC (NEW YORK NY)

NY

11/15/1996 - 01/27/1998

CIBC OPPENHEIMER (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/20/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1997

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 10/16/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Scott Ketner.
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