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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 Lownik is an investment advisor representative with Morgan Stanley. David has been in the industry since 1990 and has experience with both financial and investment advising. David holds Series 3, 7, 63 and 65 licenses and the Series SIE, along with his experience, gives him expertise in securities, futures and investment advising. David has worked with Citigroup Global Markets Inc., Lehman Brothers Inc. and Morgan Stanley Smith Barney, in addition to his current role with Morgan Stanley. David has a strong track record of providing financial and investment advice to a diverse range of clients, including individuals, families, businesses, and institutions. David is a highly respected advisor 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.
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
WI
06/01/2009 - Present
Morgan Stanley (Milwaukee WI)
WI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MILWAUKEE WI)
NY
03/20/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1990
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1990
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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