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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 Patrick Drea is an investment advisor representative with Morgan Stanley. David has been in the industry since October 3, 2019. David is registered with FINRA and is licensed to offer investment advisory services in Pennsylvania, Texas and 37 other states. David has passed the Series 63, Series 65, Series 7TO and SIE exams. Before joining Morgan Stanley, David worked for Northwestern Mutual Investment Services, LLC in Jamison, Pennsylvania. David is also licensed to offer investment advisory services in Pennsylvania and Texas. David is committed to helping clients reach 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.
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
PA
12/16/2020 - Present
Morgan Stanley (West Conshohocken PA)
PA
08/26/2019 - 05/28/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Jamison PA)
IA
Issued 06/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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