Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stolzar is a financial professional with over 12 years of experience in the industry. David has a strong background in investment banking and securities, holding Series 7, 63, and SIE licenses. David is currently registered with TD Securities (usa) LLC, a broker-dealer, and is licensed in New York. David has previously worked for several firms including Cowen and Company, and Credit Suisse Securities (USA) LLC.
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.
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2
NY
03/08/2024 - Present
TD Securities (usa) LLC (NEW YORK NY)
NY
09/08/2023 - 04/11/2024
COWEN AND COMPANY (NEW YORK NY)
NY
07/27/2021 - 09/12/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
07/23/2018 - 01/20/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
04/28/2010 - 08/24/2015
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
09/08/2004 - 01/04/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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