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 Meaney is a financial professional with over 20 years of experience in the securities industry. David is currently registered with Finalis Securities LLC, a broker-dealer based in New York City. Prior to joining Finalis Securities, David held positions at Southwest Securities, Inc. and Fulcrum Global Partners LLC. David is licensed to sell securities in multiple states, including Texas, Delaware, Pennsylvania, Louisiana and Mississippi. David is also a licensed commodity futures representative.
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
09/20/2023 - Present
Finalis Securities LLC (New York NY)
TX
06/16/2003 - 09/27/2005
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
04/30/2002 - 04/22/2003
FULCRUM GLOBAL PARTNERS LLC (NEW YORK NY)
TX
03/16/1999 - 04/29/2002
SWS SECURITIES INC. (DALLAS TX)
BC
Issued 08/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 06/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/07/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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