Unclaimed
David Meell is a financial professional with over 25 years of experience in the financial services industry. David is currently registered with Foreside Fund Services, LLC and is located in New York, NY. David has held previous roles with Legg Mason Investor Services, LLC, MBSC Securities Corporation, Citigroup Global Markets Inc., PaineWebber Incorporated, and Dean Witter Reynolds Inc. David holds the Series 7, Series 24, and SIE licenses.
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.
1
2
NY
05/06/2020 - Present
Foreside Fund Services, LLC (New York NY)
NY
10/16/2018 - 03/11/2020
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
10/06/2004 - 10/08/2018
MBSC SECURITIES CORPORATION (New York NY)
NY
07/13/2000 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
03/30/1999 - 06/29/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/27/1996 - 03/25/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 06/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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