Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marshall is a financial professional with over 4 years of experience in the industry. David is currently registered with Citigroup Global Markets Inc. in New York. Previously, David was registered with Nomura Securities International, Inc. and Citigroup Global Markets Inc. David holds a Series 63, Series 79TO and SIE. David is currently registered in 53 states and the District of Columbia. David has worked with a diverse range of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. David's areas of expertise include asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals.
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.
Asset allocation advice
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
03/19/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
07/24/2019 - 03/08/2021
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
02/03/2021 - 02/03/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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