Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marc Brenner is a financial professional with over 14 years of experience in the industry. David is currently registered with Foreside Fund Services, LLC in Pennsylvania. David previously worked at Delaware Distributors, L.P. and UBS Global Asset Management (US) Inc. David holds Series 63, Series 7, Series 24, and SIE licenses. David is licensed in all 50 states.
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.
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.
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2
PA
03/06/2024 - Present
Foreside Fund Services, LLC (Radnor PA)
PA
09/30/2015 - 10/13/2023
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IL
04/16/2009 - 09/24/2015
UBS GLOBAL ASSET MANAGEMENT (US) INC. (CHICAGO IL)
BC
Issued 11/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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