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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morse is a financial advisor at D.a. Davidson & Co., a firm with a long history of serving investors. David has been in the industry since 2008 and has extensive experience in investment banking, securities, and financial planning. David holds the Series 7, Series 63, Series 79TO, and SIE licenses. David has previously worked at Citizens Capital Markets, Bowstring Advisors, LLC, and SunTrust Robinson Humphrey, Inc. David specializes in providing comprehensive financial advice to individuals, corporations, and other institutions. David is dedicated to helping clients achieve their financial goals.
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.
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.
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2
GA
08/18/2020 - Present
D.a. Davidson & Co. (ATLANTA GA)
GA
03/01/2019 - 08/24/2020
CITIZENS CAPITAL MARKETS (Atlanta GA)
GA
05/15/2017 - 03/19/2019
BOWSTRING ADVISORS, LLC (ATLANTA GA)
GA
09/24/2013 - 05/02/2017
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
NY
10/22/2008 - 09/26/2013
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 12/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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