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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 James Beach is an investment advisor representative with Loomis, Sayles & Company, LP in San Francisco. David has been in the industry since December 1995 and has a strong track record of success in the financial services industry. David is a highly skilled and experienced financial professional with a proven ability to provide clients with personalized investment advice. David has experience working with various clients, including individuals, families, and institutions. David has a deep understanding of the financial markets and a commitment to helping his clients achieve their financial goals. David is a Registered Representative and Investment Advisor Representative.
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.
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.
Non-discretionary investment 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.
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.
Minimum annual fee and/or minimum account size
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2
CA
01/01/2025 - Present
Loomis, Sayles & Company, LP (SAN FRANCISCO CA)
MA
06/15/2001 - 01/05/2012
STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)
MA
12/07/1999 - 05/02/2001
BSE BOND CONNECT, LLC (BOSTON MA)
MA
04/26/1999 - 09/27/1999
STATE STREET CAPITAL MARKETS, LLC (BOSTON MA)
PA
05/27/1997 - 01/14/1998
INTERVEST FINANCIAL SERVICES, INC. (MALVERN PA)
IL
10/23/1996 - 12/31/1996
RODMAN & RENSHAW INC. (CHICAGO IL)
NY
01/01/1995 - 01/29/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/11/1992 - 09/03/1994
LAZARD FRERES & CO. (NEW YORK NY)
IA
Issued 12/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2013
Series 3 - National Commodity Futures Examination
BC
Issued 11/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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