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David Matthew Hill is a financial advisor with Morgan Stanley. David has been in the industry since December 31, 2016. David holds a Series 66, Series 7, Series 9, and Series 10 licenses. David is registered as a broker in 53 states and an Investment Advisor Representative in two states. David is also registered as a broker with the Financial Industry Regulatory Authority (FINRA). David is a registered representative with Morgan Stanley and provides services for high-net-worth individuals, corporations, and other businesses. David is also licensed to provide investment advice to individuals and businesses.
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
CO
03/11/2020 - Present
Morgan Stanley (Durango CO)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2016
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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