Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Skolnik is a financial advisor with over 29 years of experience in the industry. David is currently registered with Fidelity Personal and Workplace Advisors and has previously worked with several other firms including Citizens Securities, Inc., The Huntington Investment Company, EF Legacy Securities, LLC, and Sanders Morris Harris LLC. David has a strong background in financial planning and portfolio management for individuals and businesses. David is committed to helping clients achieve their financial goals.
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.
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.
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2
NY
05/16/2023 - Present
Fidelity Personal AND Workplace Advisors (NANUET NY)
NY
02/19/2020 - 03/16/2023
CITIZENS SECURITIES, INC. (YONKERS NY)
MI
12/20/2017 - 03/26/2019
THE HUNTINGTON INVESTMENT COMPANY (WARREN MI)
NJ
04/22/2016 - 02/16/2017
EF LEGACY SECURITIES, LLC (PARAMUS NJ)
NJ
05/11/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (PARAMUS NJ)
NJ
01/21/2015 - 04/28/2015
ALLSTATE FINANCIAL SERVICES, LLC (NUTLEY NJ)
CA
08/20/2004 - 08/02/2013
COMERICA SECURITIES (SAN JOSE CA)
OH
10/01/2003 - 08/03/2004
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
CA
12/13/2000 - 07/31/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
WA
07/03/2002 - 10/28/2002
WELLS FARGO INVESTMENT SERVICES, LLC (SEATTLE WA)
CA
04/21/1999 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
06/29/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
SC
12/14/1998 - 04/01/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
03/28/1995 - 12/11/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
03/15/1993 - 03/24/1995
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
06/01/1992 - 03/22/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
11/13/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
NY
02/16/1990 - 03/16/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/26/1998
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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