Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Skoda is an investment advisor representative with Park Avenue Securities LLC. David Skoda has been in the securities industry since July 12, 1998. David Skoda is currently registered with Park Avenue Securities LLC in the following states: Alaska, Arizona, California, Colorado, Hawaii, Idaho, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, New York, North Dakota, South Dakota, Utah, Washington, and Wyoming. David Skoda is also registered with the Securities Industry and Financial Markets Association (FINRA). David Skoda has the Series 63, Series 65, Series 7, and Series 24 licenses. David Skoda has been affiliated with the following firms: Morgan Stanley Smith Barney, E*TRADE CLEARING LLC, E*TRADE SECURITIES LLC, HARRISDIRECT LLC, J.B. OXFORD & COMPANY, and H.J. MEYERS & CO., INC. David Skoda provides financial planning, educational seminars, and selection of other advisors to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
10/22/2020 - Present
Park Avenue Securities LLC (NEW YORK NY)
NJ
07/28/2009 - 09/13/2012
MORGAN STANLEY SMITH BARNEY (JERSEY CITY NJ)
NJ
12/14/2007 - 06/19/2008
E*TRADE CLEARING LLC (JERSEY CITY NJ)
NJ
01/03/2006 - 12/14/2007
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
10/09/1997 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
CA
07/07/1997 - 09/23/1997
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
04/25/1997 - 07/15/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 10/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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