Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hollander is a financial advisor with over 25 years of experience in the industry. David is currently registered with Liberty Wealth Management, LLC and is licensed in both California and Texas. David has a wide range of experience and expertise in financial planning, investment management, and estate planning. David has also been involved in a number of other business ventures, including real estate, law, and insurance. David is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
Third-party management program
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Third-party management program
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2
CA
05/18/2022 - Present
Liberty Wealth Management, LLC (OAKLAND CA)
CA
05/01/2001 - 12/05/2018
LIBERTY GROUP, LLC (MOUNTAIN VIEW CA)
NY
02/05/1999 - 08/07/2001
KW SECURITIES CORPORATION (SELDEN NY)
CA
09/12/1997 - 01/21/1999
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
07/19/1995 - 09/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/14/1994 - 07/21/1995
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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