David Koifman Email & Phone Number
Supervision
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David Koifman Location
- Boca Raton, FL, US
David Koifman Work
- 2022 -now Supervision @ Cetera Advisors LLC
- 2021 -2022 Compliance Officer @
- 2019 -2021 OSJ Manager @ Cetera Advisor Networks LLC
- 2017 -2019 Compliance Supervisor @ Cetera Advisor Networks LLC
- 2015 -2017 Director of Client Services @ SWM
- 2014 -2015 AVP - Financial Solutions Advisor @
- 2011 -2013 Private Banker @
David Koifman Education
- Hofstra University
(Banking, Corporate, Finance, and Securities Law)
David Koifman Skills
- Broker-Dealer Operations
- Broker-Dealer Compliance
- Series 7
- Series 24
- Regulatory Compliance
- Series 63
- Portfolio Management
- Wealth Management
- Banking
- Credit
- Sales
- Loans
- Financial Planning
- Customer Retention
- Finance
- Investments
- Financial Services
- Securities
- Mutual Funds
- Retirement Planning
- Management
- Leadership
- Negotiation
- FINRA
- Uniform Combined State Law
- Relationship Management
- New Business Development
David Koifman Summary
- David Koifman, based in Boca Raton, FL, US, is currently a Supervision at Cetera Advisors LLC. David Koifman brings experience from previous roles at Finalis, Cetera Advisor Networks LLC and SWM. David Koifman holds a Hofstra University. With a robust skill set that includes Broker-Dealer Operations, Broker-Dealer Compliance, Series 7, Series 24, Regulatory Compliance and more. David Koifman has 1 emails and 2 mobile phone numbers on RocketReach.
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