Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Y Skurowitz is a registered representative with Citigroup Global Markets Inc.. David Y Skurowitz has been in the securities industry for over 14 years. David Y Skurowitz is registered in New Jersey and New York as an investment advisor representative. David Y Skurowitz has also been registered with Capital One Investing, LLC, Capital One Investment Services LLC, Gilford Securities Incorporated, and Chase Investment Services Corp.. David Y Skurowitz holds the Series 6, Series 7, Series 63, and Series 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (SYOSSET NY)
NY
01/02/2015 - 02/20/2015
CAPITAL ONE INVESTING, LLC (GREAT NECK NY)
NY
03/19/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (GLEN COVE NY)
NY
05/11/2011 - 09/28/2011
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
08/27/2009 - 01/14/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IA
Issued 07/12/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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