Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lieberman is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with Park Avenue Securities LLC in New York and North Carolina. David specializes in providing financial planning and investment advice to individuals, families, and businesses. David is also a Certified Life and Career Coach. David has held previous positions with several other firms, including Equitable Advisors, LLC, Mutual of Omaha Investor Services, Inc., and New York Life Securities LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
NY
10/14/2021 - Present
Park Avenue Securities LLC (NEW YORK NY)
NC
02/24/2020 - 08/09/2021
EQUITABLE ADVISORS, LLC (CHARLOTTE NC)
NC
05/15/2018 - 04/16/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CHARLOTTE NC)
OH
04/07/2017 - 04/25/2018
NYLIFE SECURITIES LLC (DUBLIN OH)
MA
08/01/2014 - 12/13/2016
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
AZ
05/09/2013 - 08/01/2014
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
IL
10/11/2011 - 04/19/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
TX
11/17/2006 - 07/20/2011
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
NC
10/10/2005 - 11/08/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
07/21/2004 - 09/01/2005
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NC
01/01/2003 - 07/22/2004
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
AR
10/15/2001 - 01/01/2003
STEPHENS INC. (LITTLE ROCK AR)
PA
11/16/2000 - 10/02/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 01/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Lieberman is the right advisor for you? Invested Better is here to help.
