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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 Berdon is a financial advisor with over 20 years of experience in the industry. David Berdon is currently registered with Morgan Stanley. David Berdon has a strong background in financial planning and investment management. David Berdon is registered in 38 states and has passed a number of industry exams including the Series 3, 7, 24, 63 and 66 exams. David Berdon has previously worked for Goldman Sachs & Co and Morgan Stanley & Co, Incorporated.
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
04/02/2020 - Present
Morgan Stanley (Boca Raton FL)
NY
12/17/2002 - 04/17/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/14/1994 - 03/23/1995
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 11/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/16/2002
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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