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 Neubrander is an investment advisor representative associated with Level Four Advisory Services. David Neubrander is registered with the state of Ohio. David Neubrander has been in the industry since 1986. David Neubrander is also associated with Harbor Financial Services, LLC. David Neubrander has experience in a variety of investment products and services, including financial planning, portfolio management, and pension consulting. David Neubrander has expertise in managing investments for individuals, corporations, and other businesses, as well as charitable organizations and pension plans.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
12/21/2021 - Present
Level Four Advisory Services (DALLAS TX)
OH
01/04/1999 - 11/12/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (HUDSON OH)
FL
04/04/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
08/31/1989 - 04/05/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/25/1989 - 09/12/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
02/08/1989 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
02/21/1986 - 02/01/1989
DEAN WITTER REYNOLDS INC.
IA
Issued 03/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/1994
Series 30 - NFA Branch Manager Examination
BC
Issued 07/08/1994
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1987
Series 3 - National Commodity Futures Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Neubrander is the right advisor for you? Invested Better is here to help.
