Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Davidson is a financial advisor with Morgan Stanley. David has been in the industry since November 9, 2005 and has a strong track record of success. David is registered in 34 states and has Series 6, 7, and 66 securities licenses. Prior to joining Morgan Stanley, David was a financial advisor with J.P. Morgan Securities LLC. David is committed to providing his clients with personalized financial advice and guidance to help them 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
CT
06/02/2023 - Present
Morgan Stanley (Fairfield CT)
CT
04/08/2013 - 06/03/2023
J.P. MORGAN SECURITIES LLC (GREENWICH CT)
CT
11/29/2012 - 04/24/2013
MORGAN STANLEY (STAMFORD CT)
NY
06/24/2004 - 11/29/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/27/1999 - 05/17/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NC
09/15/1997 - 04/06/1999
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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