Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Reiser is an Investment Advisor Representative at J.p. Morgan Securities LLC, which is based in Greenwich, Connecticut. David has been in the industry since November 11, 1986. David has experience working at Morgan Stanley and UBS Financial Services Inc. David has also worked at Citigroup Global Markets Inc. and Kidder, Peabody & Co. Incorporated. David is also the author of the book, "Letters from Home". David is registered in 46 states and the District of Columbia. David is an experienced financial advisor who can provide a variety of financial services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
06/20/2018 - Present
J.p. Morgan Securities LLC (Greenwich CT)
RI
06/01/2009 - 06/21/2018
MORGAN STANLEY (NEWPORT RI)
CT
04/18/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
CT
01/28/1995 - 04/29/2008
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NY
11/12/1986 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 02/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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