Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ira Gensler is a financial advisor with over 25 years of experience in the financial services industry. David is currently registered with Global Retirement Partners LLC and has been with the firm since October 2018. Before that, David was associated with NRP Financial, Inc. and Royal Alliance Associates, Inc., among other firms. David holds Series 6, 63, and 65 licenses. David is committed to providing personalized financial planning and investment management services to individuals, families, and businesses. He specializes in retirement planning, college savings, estate planning, and tax planning. David is a member of various professional organizations and has earned several designations in the industry.
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.
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
NY
10/26/2021 - Present
Global Retirement Partners LLC (Purchase NY)
NY
11/28/2007 - 11/30/2010
NRP FINANCIAL, INC. (PURCHASE NY)
NY
02/28/2006 - 11/28/2007
ROYAL ALLIANCE ASSOCIATES, INC. (PURCHASE NY)
NY
05/20/2003 - 03/02/2006
NATIONAL PLANNING CORPORATION (PURCHASE NY)
NY
01/07/1999 - 05/08/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
11/13/1997 - 12/31/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 04/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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