Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Muller is an investment advisor representative at Alliancebernstein LP. David has been in the industry since December 2019 and has passed the Series 7TO, SIE, and Series 66 exams. David has a diverse background with previous experience at Equitable Advisors, LLC, AXA Advisors LLC, Bank of America Merrill Lynch, Tocqueville Asset Management, Goldentree Asset Management, Mark J. Muller Equities Inc., and Syracuse University. David is registered with the state of New York.
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.
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
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.
1
2
NY
09/14/2021 - Present
Alliancebernstein LP (NEW YORK NY)
NY
12/19/2019 - 09/09/2021
EQUITABLE ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 01/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Muller is the right advisor for you? Invested Better is here to help.
