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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Oscar is a financial advisor registered with Morgan Stanley. David has been in the industry since July 1996, and has been registered with Morgan Stanley since February 2011. Before joining Morgan Stanley, David was a registered representative with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. David has a Series 7, 63, 31 and 65 license. David also holds the SIE exam. David's branch location is at 899 Cassatt Road, Suite 100 in Berwyn, PA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
07/22/2011 - Present
Morgan Stanley (Berwyn PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WAYNE PA)
PA
07/14/1997 - 04/02/2007
MORGAN STANLEY DW INC. (WAYNE PA)
NC
07/15/1996 - 07/18/1997
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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