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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 Enemark is a financial advisor with Morgan Stanley, a firm with over $1.4 trillion in assets under management. David has been in the industry since 2004 and holds the Series 7, 31, and 66 licenses. David is registered in 33 states for securities and in two for investment advisory. David's experience includes positions with Citigroup Global Markets Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. David's specializations include portfolio management, financial planning, and pension consulting. David is registered in 33 states for securities and in two for investment advisory.
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
CA
12/02/2015 - Present
Morgan Stanley (Palo Alto CA)
CA
07/24/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
CA
07/13/2004 - 07/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (REDWOOD SHORES CA)
MN
07/13/2004 - 07/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/12/2004
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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