Unclaimed
David Manuel Pires is a financial advisor at Equitable Advisors, LLC, a company that has been providing financial services for over 100 years. David has been in the industry since 2008. David has a wide range of experience working with clients of all ages and income levels. David specializes in providing financial planning, portfolio management, and pension consulting services to his clients. He is also a registered representative of Merrill Lynch, Pierce, Fenner & Smith 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.
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.
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2
NJ
03/30/2021 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NJ
01/03/2008 - 01/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 03/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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