Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sholom Burkat is a securities professional with over 10 years of experience in the financial services industry. David is currently registered with Credit Agricole Securities (usa) Inc. David is a Series 7, Series 63, and SIE licensed professional. David has been active in the industry since 2008. Prior to joining Credit Agricole Securities (usa) Inc., David worked at Barclays Capital Inc. and Lehman Brothers Inc. David is registered in Arizona, California, Florida, Illinois, Massachusetts, New York, Ohio, Texas, Virginia, and Washington.
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.
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2
NY
10/13/2017 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
NY
09/22/2008 - 10/13/2017
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/08/2008 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 04/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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