Unclaimed
David Stecker is a financial advisor with over 27 years of experience in the financial services industry. David is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC in Florida and Texas. David has a wide range of experience working with clients across several industries, including individuals, corporations, and institutions. David is a Certified Financial Planner and holds a Series 63, 65, 7, and SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/12/2023 - Present
J.p. Morgan Securities LLC (Boca Raton FL)
FL
03/12/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Boca Raton FL)
FL
05/08/2008 - 03/15/2021
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NY
04/29/2008 - 05/14/2008
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
05/29/2007 - 05/01/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/16/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
04/20/2000 - 09/15/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
02/09/1999 - 04/17/2000
GLENN MICHAEL FINANCIAL, INC. (MELVILLE NY)
NY
08/06/1998 - 02/01/1999
HD BROUS & CO., INC. (GREAT NECK NY)
CO
05/29/1998 - 08/07/1998
SCHNEIDER SECURITIES, INC. (DENVER CO)
TX
01/08/1998 - 05/27/1998
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NY
05/27/1997 - 10/07/1997
PHD CAPITAL (NEW YORK NY)
NY
06/28/1995 - 03/11/1997
STERLING FOSTER & COMPANY, INC. (UNIONDALE NY)
IA
Issued 10/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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