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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 Edgar Wisehaupt is a financial advisor in PALM BEACH GARDENS, FL. David Edgar Wisehaupt has been a registered investment advisor for 41 years and has been in the financial services industry since 1982. David Edgar Wisehaupt is currently employed by Hightower Advisors, LLC. Prior to that, David Edgar Wisehaupt worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David Edgar Wisehaupt holds multiple professional certifications, including Series 3, 5, 7, 15, 31, 63, and 65. David Edgar Wisehaupt specializes in providing financial planning, portfolio management for individuals and businesses, and treasury management for corporate clients.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
06/30/2009 - Present
Hightower Advisors, LLC (PALM BEACH GARDENS FL)
FL
10/20/1982 - 12/16/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
IA
Issued 02/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 09/28/1984
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/1982
Series 5 - Interest Rate Options Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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