Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Berkeihiser is a financial advisor with Private Advisor Group, LLC, based in Morristown, NJ. David has been in the financial services industry since 1995. He holds Series 7, 24, and 63 licenses, as well as the SIE. David is also a Certified Financial Planner and Chartered Financial Consultant. He provides financial planning and investment management services to individuals, families, businesses, and retirement plans.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/11/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MN
08/31/1995 - 11/26/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/31/1995 - 11/26/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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