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 @
- 2006 -2008 Sr. VP @ Gunn Allen
- 2005 -2006 Rep @ Guardian
- 1999 -2005 VP @ Kirlin
- 1988 -1994 Agent @
- 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 - 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 Gunn Allen. David Silberg holds a 2018 - 2019 Chartered Retirement Planning Counselor in CRPC, 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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