Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andreadis is a financial advisor at UBS Financial Services Inc. David has been in the financial industry since June 1992. David is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in several states to provide investment advice. David is dedicated to providing personalized financial advice to meet clients' individual needs and goals. In addition to offering investment management, David also provides financial planning services.
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.
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.
See schedule d - miscellaneous
1
2
DC
09/23/2011 - Present
UBS Financial Services Inc. (WASHINGTON DC)
MD
06/01/2009 - 08/23/2011
MORGAN STANLEY SMITH BARNEY (BETHESDA MD)
MD
09/17/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NY
03/29/2000 - 09/21/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
06/29/1992 - 03/30/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 11/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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