Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sufranski is a financial advisor who is currently registered with J.p. Morgan Institutional Investments Inc. David has been in the financial services industry since 2014. David is registered with the following states: Alaska, Arizona, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Montana, Nevada, New Mexico, North Dakota, Ohio, Oregon, South Dakota, Utah, Washington, Wisconsin, and Wyoming. David has passed the Series 7, Series 66, Series 63, and SIE exams.
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
IL
12/04/2021 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
IL
11/30/2016 - 02/28/2018
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
IL
03/02/2015 - 04/14/2016
LPL FINANCIAL LLC (WHEATON IL)
IL
07/17/2014 - 08/14/2014
LPL FINANCIAL LLC (WHEATON IL)
BC
Issued 12/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/07/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Sufranski is the right advisor for you? Invested Better is here to help.
