Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zilkowski is a financial advisor who has been in the industry since 1996. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Jacksonville, FL. David holds the Series 7, Series 63, and Series 65 licenses. He has experience with investment companies, insurance companies, corporations, individuals, charitable organizations, and pension plans. David is known for his expertise in asset allocation modeling and performance measurement reports.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/06/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
06/05/2018 - 12/01/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (JACKSONVILLE FL)
CO
05/02/2017 - 12/31/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
FL
01/30/2017 - 03/30/2017
ALLSTATE FINANCIAL SERVICES, LLC (PONTE VEDRA BEACH FL)
FL
06/05/2006 - 01/30/2008
ALLSTATE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
10/01/2000 - 03/16/2006
WACHOVIA SECURITIES, LLC (PONTE VEDRA BEACH FL)
NC
08/10/1992 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/11/1986 - 06/20/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/07/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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