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David Katz is a financial advisor professional located in Easton, CT. They specialize in financial advisory.
David Katz - Moneco Advisors holds an active professional license (FINRA CRD) for your protection.
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David Katz is a financial advisor with Moneco Advisors, based in Easton, Connecticut. He holds a FINRA CRD license (number 5809528), which authorizes him to provide financial advisory services under industry regulatory oversight. Moneco Advisors operates in the financial advisory sector, serving clients seeking professional guidance on investment and financial planning matters.
David Katz's FINRA CRD license means he is registered with the Financial Industry Regulatory Authority and operates under FINRA's regulatory framework. This registration indicates he has met baseline qualifications to offer investment advice and conduct securities-related business. The CRD (Central Registration Depository) number on file allows clients to verify his licensing status and disciplinary history through FINRA's public database, providing transparency into his regulatory standing and professional background in the financial services industry.