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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 Grad Halper is a financial advisor with over 30 years of experience. David Halper is currently registered with Trivium Point Advisory, LLC, and has a history of working with various financial firms. David Halper specializes in providing financial planning and investment management services to high-net-worth individuals, corporations, and pension plans. He is also a Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CT
05/15/2018 - Present
Trivium Point Advisory, LLC (WESTPORT CT)
CT
05/11/2018 - 12/15/2023
PURSHE KAPLAN STERLING INVESTMENTS (Westport CT)
CT
09/22/1997 - 05/23/2018
KESTRA INVESTMENT SERVICES, LLC (WESTPORT CT)
CT
02/05/1997 - 09/19/1997
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
VT
02/27/1996 - 01/08/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
TX
10/07/1992 - 09/21/1995
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
VT
02/23/1990 - 07/20/1992
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 11/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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