Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Neuwirth is a financial professional with over 11 years of experience in the industry. David is currently registered with David Lerner Associates, Inc. in Syosset, NY. David holds the Series 63, Series 7, and SIE licenses, and is registered in 24 states. David has been actively registered in New York since April 4, 2011.
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.
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NY
03/21/2011 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 04/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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