Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yueh is an investment banking professional with over 7 years of experience in the financial services industry. David's career has included roles at Deutsche Bank Securities Inc., Oppenheimer & Co. Inc., JMP Securities LLC, Macquarie Capital (USA) Inc., Stifel, Nicolaus & Company, Incorporated and Canaccord Genuity Inc. David is currently registered with Evercore Group LLC as a Registered Representative and Investment Banking Representative. David is a Series 7, Series 63, Series 86, Series 87, Series 79TO and SIE licensed professional.
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
CA
04/25/2024 - Present
Evercore Group LLC (SAN FRANCISCO CA)
CA
06/01/2022 - 07/13/2023
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
05/04/2021 - 05/06/2022
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
CA
09/04/2018 - 03/10/2021
JMP SECURITIES LLC (SAN FRANCISCO CA)
NY
03/27/2017 - 07/18/2018
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
MA
07/28/2015 - 04/19/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BOSTON MA)
MA
10/21/2014 - 07/28/2015
CANACCORD GENUITY INC. (BOSTON MA)
NY
09/16/2013 - 11/25/2013
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
BC
Issued 10/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/06/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
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