Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hershel Maharam has been active in the financial services industry since October 5, 1992. David is currently registered with Morgan Stanley and is located in Blue Bell, Pennsylvania. David holds Series 7, Series 63, and Series 65 licenses. David has extensive experience in the financial services industry, having worked for several prominent firms including Wachovia Securities, LLC and First Union Capital Markets Corp. David is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and 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.
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
04/15/2020 - Present
Morgan Stanley (Blue Bell PA)
PA
10/19/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLUE BELL PA)
PA
10/01/1999 - 10/24/2007
WACHOVIA SECURITIES, LLC (CONSHOHOCKEN PA)
NC
05/05/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
10/06/1992 - 05/07/1997
FAHNESTOCK & CO., INC. (NEW YORK NY)
IA
Issued 10/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1992
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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