Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Beckerman is a financial professional with over 35 years of experience in the securities industry. He is currently registered with David Lerner Associates, Inc. and has previously worked with IDS Marketing Corporation and IDS/American Express Inc. David Beckerman holds a Series 63, Series 7, Series 22, and Series 6 license as well as the SIE. David Beckerman has been registered in 20 states since 1988.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
CT
10/06/1988 - Present
David Lerner Associates, Inc. (WESTPORT CT)
NA
11/24/1982 - 07/06/1984
IDS MARKETING CORPORATION
NA
11/24/1982 - 07/06/1984
IDS/AMERICAN EXPRESS INC.
BC
Issued 09/09/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Beckerman is the right advisor for you? Invested Better is here to help.
