David Silberg Email & Phone Number
Managing Director Wealth Management @ Aegis Capital Corp.
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David Silberg Location
- New York, NY, US
David Silberg Work
- 2023 -now Managing Director Wealth Management @
- 2018 -2023 Senior Investment Executive @
- 2018 -2020 Independent Financial Advisor @ Independent Financial Advisor
- 2008 -2018 Managing Director @
- 1988 -1994 Agent @
- 2006 -2008 Sr. VP @ Gunn Allen
- 2006 -2008 Sr. VP @ Gunn Allen
- 2005 -2006 Rep @ Guardian
- 2005 -2006 Rep @ Guardian
- 1999 -2005 VP @ Kirlin
- 1988 -1994 Agent @
- 1999 -2005 VP @ Kirlin
- 1986 -1987 sales @ MCS Canon
- 1986 -1987 sales @ MCS Canon
David Silberg Education
- College For Financial Planning
Chartered Retirement Planning Counselor, CRPC (Retirement Planning)
2018-2019 - SUNY New Paltz
(Mass Communications)
1983-1987 - SUNY New Paltz
Mass Communications (Mass Communications)
1983-1987 - Oceanside High School
General studies (General Studies)
1979-1983
David Silberg Skills
- Account Management
- Portfolio Development
- Retirement Planning
- Risk Management
- Investment Management
- Fixed Annuities
- Series 7
- Series 63
- Mutual Funds
- Wealth Management
- Investments
- Securities
- IRAs
- 401k
- Insurance
- Strategic Financial Planning
- Portfolio Management
- Asset Allocation
- Asset Managment
- Alternative Investments
- Equities
- Investment Strategies
- Series 65
- Investment Advisory
- Bonds
- Trading
- Retirement
- Fixed Income
- 401k Rollovers
- Investment Banking
- Financial Analysis
- Life & Health Insurance Licenses
- Long-term Care
- Financial Markets
- Options
- Disability Insurance
- Life Insurance
- Bloomberg
- Financial Advisory
- FINRA
- Asset Management
- Uniform Combined State Law
- 529 Plans
- Series 24
- Wealth Management Services
- Financial Services
- Hedge Funds
- Finance
- Wealth
- Financial Planning
- Sales
- Business Development
- Process Improvement
- Strategic Planning
- Microsoft Office
- Customer Service
- Long Term Care
- Life And Health Insurance Licenses
- Services
David Silberg Summary
- David Silberg, based in New York, NY, US, is currently a Managing Director Wealth Management at Aegis Capital Corp.. David Silberg brings experience from previous roles at Newbridge Securities Corporation, Independent Financial Advisor, Aegis Capital and John Hancock Financial Services. David Silberg holds a 2018 - 2019 Chartered Retirement Planning Counselor, CRPC in Retirement Planning @ College For Financial Planning. With a robust skill set that includes Account Management, Portfolio Development, Retirement Planning, Risk Management, Investment Management and more. David Silberg has 2 emails on RocketReach.
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David Silberg
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James Bernthal
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Daniel Caso
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Dilnaman Sachdeva
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