Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Morders is an investment advisor representative at LPL Financial LLC. David has been in the securities industry for over 20 years. David is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 18 states. David has passed the Series 66, Series 7 and SIE exams. David has worked for LPL Financial LLC since 2009, previously working for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David is also involved in other businesses, including real estate rental.
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.
Consulting and other non-discretionary advisory services
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.
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2
MD
07/26/2017 - Present
LPL Financial LLC (FREDERICK MD)
MD
08/08/2000 - 05/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FREDERICK MD)
BOTH
Issued 10/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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