Unclaimed
David Levine is a financial advisor who has been in the industry since October 1997. David is registered with Neuberger Berman BD LLC and Neuberger Berman Management LLC. David is also a Chartered Financial Analyst. David provides portfolio management services to various Neuberger Berman BD LLC clients, including separate accounts and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your 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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/17/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
04/05/2006 - 06/30/2016
NEUBERGER BERMAN MANAGEMENT LLC (NEW YORK NY)
NA
10/22/1997 - 09/17/1998
NEUBERGER & BERMAN, LLC
BC
Issued 11/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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