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Bio

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David Kleiman is a finance professional with a strong educational background in business and certifications in investment banking and securities. He has completed his studies at Lehigh University College of Business and holds FINRA certifications in Series 63, Series 79, and Securities Industry Essentials (SIE).

Credentials

  • Series 63 - Uniform Securities Agent State Law Exam
    FINRA
    Aug, 2023
    - Apr, 2026
  • Series 79 - Investment Banking Representative Exam
    FINRA
    Aug, 2023
    - Apr, 2026
  • Securities Industry Essentials (SIE)
    FINRA
    Apr, 2023
    - Apr, 2026
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Education

  • 2019 - 2023
    Lehigh University College of Business

Suggested Services

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Industry Focus. “Financial Services”

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