Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brenner is an investment advisor representative with D. M. Brenner, Inc. David has been a registered representative in the securities industry for over 35 years. David has also been a licensed insurance agent since 1991. David's experience in the financial services industry has given him a well-rounded understanding of the needs of his clients, whether they are individuals, families, or 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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
02/13/2017 - Present
D. M. Brenner, Inc. (SOLANA BEACH CA)
CA
05/20/2013 - 10/06/2020
FORTUNE FINANCIAL SERVICES, INC. (SOLANA BEACH CA)
CA
08/10/2011 - 05/17/2013
SCF SECURITIES, INC. (SOLANA BEACH CA)
CA
05/20/1999 - 08/16/2011
LPL FINANCIAL LLC (ENCINITAS CA)
MA
09/24/1991 - 05/12/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/24/1991 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
PA
06/30/1988 - 08/05/1991
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
NA
06/18/1985 - 07/05/1988
JANNEY MONTGOMERY SCOTT INC.
BC
Issued 07/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Brenner is the right advisor for you? Invested Better is here to help.
