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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 Handler is a financial advisor who has been working in the industry since 1994. Currently, David is registered as an investment advisor representative with Morgan Stanley. David is licensed in numerous states and holds several professional certifications, including Series 7, 9, 10, 31, and 63. David is a member of the Hagerstown Fire Police Association and serves as the Treasurer. In addition, David serves as a member of the Finance Committee of the Hagerstown Aviation Museum. David's specializations include investment clubs, insurance companies, investment companies, charitable organizations, high net worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. David is committed to providing his clients with the highest level of service and expertise.
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
MD
05/05/2020 - Present
Morgan Stanley (Hagerstown MD)
PA
07/14/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHAMBERSBURG PA)
IA
Issued 07/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/1994
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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