Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Howard Borer is a registered representative with Equitable Advisors, LLC. David has been in the financial services industry since 1996. David is licensed in Delaware, Illinois, New Jersey, New York, and Pennsylvania. David is a Series 4, Series 63, Series 66, Series 7, Series 7TO, and SIE licensed professional. In addition to being a financial advisor, David is also an online English teacher at Bergen Community College. David has experience in financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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2
NJ
06/12/2024 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NJ
04/10/2000 - 04/01/2002
YAMNER & CO., INC. (WALDWICK NJ)
NC
07/18/1997 - 08/24/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
12/03/1996 - 06/04/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
BOTH
Issued 03/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2002
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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