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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 Jimenez is an Investment Advisor Representative with Morgan Stanley, based in West Palm Beach, FL. David has over 20 years of experience in the financial services industry, having started his career in 2000. David is registered with both FINRA and the SEC and holds a Series 7, 63, and 65 licenses. David specializes in providing financial planning and investment management services for high-net-worth individuals, families, businesses, and institutions. He offers a comprehensive range of financial services, including asset allocation, portfolio management, and retirement planning. David is committed to providing personalized and customized financial advice to help his clients 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.
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
FL
06/01/2009 - Present
Morgan Stanley (West Palm Beach FL)
FL
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM BEACH FL)
FL
07/26/2000 - 06/12/2008
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
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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