Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leifer is a financial advisor with over 30 years of experience in the financial industry. David is currently registered with Morgan Stanley and has been with the firm since 2009. David has held previous positions with several other financial institutions including Citigroup Global Markets Inc. and Prudential Securities Incorporated. David is registered to provide financial advice in several states and is also a licensed Investment Advisor Representative.
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
04/15/2020 - Present
Morgan Stanley (Sarasota FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SARASOTA FL)
NJ
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (FAIRFIELD NJ)
NJ
02/27/1995 - 03/01/2007
CITIGROUP GLOBAL MARKETS INC. (LITTLE FALLS NJ)
NY
01/15/1990 - 03/13/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/11/1988 - 02/08/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/22/1986 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 11/16/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 11/05/1986
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
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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