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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 Banjamin Price is a financial advisor who has been in the industry since 1994. Currently, David works at Morgan Stanley, where David is registered as a Registered Representative in Georgia and a Registered Representative in Texas. David is licensed to offer securities and advisory services in 28 states. Prior to working at Morgan Stanley, David worked for CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC.. David has experience in portfolio management for individuals, businesses, and investment companies.
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
GA
02/12/2014 - Present
Morgan Stanley (Atlanta GA)
GA
07/18/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
09/19/1994 - 07/30/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/26/2001 - 12/16/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
IA
Issued 01/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 3 - National Commodity Futures Examination
BC
Issued 10/07/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/1994
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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