Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sinensky is a financial advisor with Morgan Stanley. David is a registered representative with Series 7, Series 31, and Series 66 licenses. David has been in the financial services industry for over 20 years and has experience working with clients of various types, including high-net-worth individuals, corporations, and charitable organizations. David is a highly experienced financial professional with a deep understanding of the financial markets. David provides a wide range of financial services, including portfolio management, financial planning, and asset allocation advice. David is committed to helping clients achieve their financial goals. Before joining Morgan Stanley, David worked for Morgan Stanley DW Inc. from 2002 to 2007. David holds a Series 7 license and is licensed in several states.
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
CA
06/01/2009 - Present
Morgan Stanley (Woodland Hills CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
07/09/2002 - 04/02/2007
MORGAN STANLEY DW INC. (WOODLAND HILLS CA)
BOTH
Issued 07/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Sinensky is the right advisor for you? Invested Better is here to help.
