David Tsikman (CRD# 7419643) is an Investment Advisor Representative working at The Kocen Financial Group, Inc. in Rancho Mirage, CA and has over 2 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Goal Securities, Inc. | Rancho Mirage, CA | Jul 2021 - Current | 2 |
| Kocen Financial Group | Rancho Mirage, CA | Jul 2021 - Current | 2 |
| Glean Management LP | Los Angeles, CA | Jan 2021 - Jun 2021 | < 1 |
| Glean Management LP | Los Angeles, CA | Feb 2019 - Dec 2020 | 1 |
| Miracle Mile Cpa | Los Angeles, CA | Sep 2017 - Dec 2018 | 1 |
| Orthodox Union | Fresno, CA | Oct 2017 - Nov 2017 | < 1 |
| West Coast Talmudical Seminary | Los Angeles, CA | Sep 2014 - Jun 2017 | 2 |
| Yeshiva Ohr Elchonon Chabad | Los Angeles, CA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- CA
-
Total Assets Under Management140MILLIONS
-
Total Number of Accounts725ACCOUNTS
-
Average Account Value$193,475
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IL, MA, NY, PA, TX, VA
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