David S. Schechner
Professional summary
David Sydney Schechner is a registered financial professional currently at BOURNE PARTNERS SECURITIES, LLC located in Charlotte, North Carolina.
David is registered as a RR (Registered Representative) and started their career in finance in 1994. David has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Sydney Schechner's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2025 - Present
BOURNE PARTNERS SECURITIES, LLC
Office #1: 550 South Caldwell Street Suite 900, Charlotte, NC 28202September 29, 2021 - January 6, 2025
MTS SECURITIES, LLC
April 1, 2019 - September 27, 2021
CITIZENS JMP SECURITIES, LLC
August 6, 2012 - March 29, 2019
ROBERT W. BAIRD & CO. INCORPORATED
May 6, 2008 - August 14, 2012
CANACCORD GENUITY LLC
September 10, 2001 - May 7, 2008
NEEDHAM & COMPANY, LLC
May 1, 2000 - August 16, 2001
GOLDMAN SACHS & CO. LLC
December 19, 1994 - April 28, 2000
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/4/2025)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
BOURNE PARTNERS SECURITIES, LLC
CRD#: 131107 / SEC#: , 8-66421
Contact information
FINRA licenses (3 States and Territories)
Documents
Red Flags
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