Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandler? Claim Your ProfileDavid Passman is a registered representative with Pickwick Capital Partners, LLC. David is a Series 24, Series 7, Series 63 and Series 79 licensed advisor. David has been in the financial industry since 2011 and has been with Pickwick Capital Partners, LLC since 2013. Previously, David was employed by INSCAP CAPITAL MARKETS, LLC in New York, NY.
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
VA
03/19/2013 - Present
Pickwick Capital Partners, LLC (Glen Allen VA)
NY
02/07/2006 - 02/15/2008
INSCAP CAPITAL MARKETS, LLC (NEW YORK NY)
BC
Issued 04/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/18/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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