David S. Kimmel
Professional summary
David Scott Kimmel is a registered financial professional currently at INSURANCE ADVISORY PARTNERS LLC located in New York, New York.
David is registered as a RR (Registered Representative) and started their career in finance in 1991. David has worked at 5 firms and has passed the Series 63, Series 7TO, 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 Scott Kimmel's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2021 - Present
INSURANCE ADVISORY PARTNERS LLC
Office #1: 1270 Avenue Of The Americas Suite 2502, New York, NY 10020Office #2: 1270 Avenue Of The Americas Suite 2502, New York, NY 10020October 28, 2002 - June 21, 2006
DEUTSCHE BANK SECURITIES INC.
May 1, 2001 - July 18, 2002
J.P. MORGAN SECURITIES INC.
July 8, 1995 - May 1, 2001
JPMSI
August 15, 1991 - January 17, 1995
KIDDER, PEABODY & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/27/2021)
Exams
Series 7TO
Date: 6/4/2021
General Securities Representative ExaminationSeries 79TO
Date: 4/30/2021
Investment Banking Registered Representative ExaminationFINRA
Current Firm
INSURANCE ADVISORY PARTNERS LLC
CRD#: 314295 / SEC#: , 8-70698
Contact information
FINRA licenses (1 States and Territories)
Documents
Red Flags
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