Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morse is a financial advisor with over 20 years of experience in the industry. David has been with Neuberger Berman since 2008 and has a strong track record of success in helping clients achieve their financial goals. Previous to Neuberger Berman, David held roles at Lehman Brothers Inc and Internationale Nederlanden. David is registered with FINRA and has licenses to operate in 36 states. David specializes in providing investment advice and portfolio management services to individuals and families.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/29/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
04/28/2006 - 09/24/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/02/1993 - 06/12/1995
INTERNATIONALE NEDERLANDEN (U.S.) SECURITIES CORPORATION
BOTH
Issued 02/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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