Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gurievsky is a financial advisor with B. Riley Wealth Advisors, Inc. David has been in the industry since 1991 and is registered to provide investment advice in Arkansas, California, Florida, Indiana, Louisiana, Massachusetts, Minnesota, Mississippi, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, and Wisconsin. David is a licensed general securities representative and holds the Series 7, Series 24, Series 63, and Series 66 securities licenses. David has a strong track record of providing financial advice to individuals, families, and businesses. David is committed to providing his clients with personalized financial planning, portfolio management, and investment advice.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/08/2022 - Present
B. Riley Wealth Advisors, Inc. (Tampa FL)
FL
01/02/2001 - 05/19/2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
01/04/1999 - 01/02/2001
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
02/25/1991 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 09/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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