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David M. Kupersmith

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CRD#: 276707
DK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Michael Kupersmith, who also goes by David M Kupersmith, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1967. David had worked at 7 firms and has passed the Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David M Kupersmith

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 14, 1987 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

August 14, 1987 - August 25, 2015

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEW YORK, NY
Past

March 14, 1984 - August 25, 1987

NEW ENGLAND SECURITIES

BD
CRD#: 615
Past

September 6, 1972 - July 21, 1987

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184
Past

July 1, 1971 - October 28, 1972

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
Past

July 1, 1971 - October 28, 1972

MONY SECURITIES CORPORATION

BD
CRD#: 4386
Past

October 16, 1967 - April 24, 1971

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/14/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 9/26/1967
Registered Representative Examination

Current Firm


MM
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682 / SEC#: 801-8059, 8-13941

BD
Terminated by FINRA on 04/27/1988
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 03/15/1951
Firm type
Corporation
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

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