Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Robert Bier is a financial advisor who has been working in the industry since 1984. David is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since 1983. David holds Series 7, 9, 10, 63 and 65 securities licenses and is licensed in 26 states. David has a long history of working with individuals, corporations, and institutions. In addition to providing investment advice, David is also involved in the community. David is a Director of Broom Tree Foundation, a charitable organization.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WI
02/02/1995 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MILWAUKEE WI)
IA
Issued 06/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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