Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bieber is a financial advisor with Wealthpenn.comllc. David has been in the financial services industry since 1987. David is currently registered as a Registered Representative in Florida, New Jersey, New York, and Texas. David also holds a Series 66 license, Series 63, Series 7, and SIE certifications. David has worked for several other firms prior to working at Wealthpenn.comllc including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PaineWebber Incorporated, Smith Barney, Harris Upham & Co., Incorporated, Drexel Burnham Lambert Incorporated, and Shearson Lehman Brothers Inc. David is also a real estate owner. David has been involved in the financial industry since 1987 and has a variety of experience in the financial field. David has a broad range of experience in portfolio management, investment advisory, and financial planning.
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
NY
06/01/2009 - Present
Wealthpenn.comllc (New York NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
06/30/2006 - 04/02/2007
MORGAN STANLEY DW INC. (NEW YORK NY)
NY
12/01/2000 - 07/05/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
02/14/1992 - 12/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/22/1989 - 02/21/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
04/09/1987 - 05/22/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
02/24/1987 - 03/30/1987
SHEARSON LEHMAN BROTHERS INC.
BOTH
Issued 11/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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