Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Olitsky is a financial professional with over 27 years of experience in the industry. He is currently a registered representative with Piper Sandler & Co., where he has been employed since 2012. Prior to that, David worked with Keefe, Bruyette & Woods, Inc. and Mutual of America Life Insurance Company. David holds a variety of licenses and qualifications, including the Series 7, Series 10, Series 24, Series 52, and Series 53 exams. David Olitsky's areas of expertise include public finance consulting and portfolio management for businesses. He has a strong track record of success in 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
07/24/2012 - Present
Piper Sandler & Co. (DENVER CO)
CA
12/10/1997 - 07/25/2012
KEEFE, BRUYETTE & WOODS, INC. (SAN FRANCISCO CA)
NY
08/14/1995 - 11/26/1997
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/2012
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 08/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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