David Finkelstein (CRD# 6125036) is an Investment Advisor Representative working at Long Game Financial, LLC in Longmeadow, MA and has over 11 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Airstack W3 Inc. | Miami Beach, FL | Sep 2023 - Current | < 1 |
| Long Game Financial, LLC | Chicago, IL | Feb 2021 - Current | 3 |
| Dwf Ventures, LLC | Chicago, IL | Feb 2020 - Current | 4 |
| Forge Labs, LLC | Lubbock, TX | Nov 2021 - Sep 2023 | 1 |
| Nutrisense | Chicago, IL | May 2021 - Aug 2021 | < 1 |
| Gangnam Foods | Chicago, IL | Sep 2020 - Apr 2021 | < 1 |
| Foreside Fund Services, LLC | Chicago, IL | Dec 2016 - Jan 2020 | 3 |
| Vivaldi Asset Management | Chicago, IL | Oct 2016 - Jan 2020 | 3 |
| Carey Financial, LLC | New York, NY | Aug 2015 - Sep 2016 | 1 |
| Morgan Stanley | New York, NY | Apr 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- IL
-
Total Assets Under Management68MILLIONS
-
Total Number of Accounts142ACCOUNTS
-
Average Account Value$475,614
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, GA, IL, MA, NY
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