Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Boole is a financial advisor with Bay Crest Partners, LLC in New York, NY. David has been working in the financial industry since 2008 and has a broad range of experience. David holds several licenses and certifications, including Series 7, Series 3, Series 55, Series 57TO and Series 63. David has been registered with Bay Crest Partners, LLC since November 2022 and previously was employed by BOFA Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
11/14/2022 - Present
BAY Crest Partners, LLC (NEW YORK NY)
CA
05/10/2019 - 11/14/2022
BOFA SECURITIES, INC. (SAN FRANCISCO CA)
CA
02/06/2009 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
10/02/2008 - 02/09/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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