Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sailer is a registered representative with J.P. Morgan Securities LLC. David has been in the industry since September 21, 2020 and has a Series 63, Series 79TO, SIE, Series 79, and Series 7 licenses. David is registered in 53 states and is licensed to provide investment banking, financial planning, pension consulting, and portfolio management 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
TN
10/31/2023 - Present
J.p. Morgan Securities LLC (Nashville TN)
IL
02/20/2020 - 06/17/2020
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
NY
06/21/2017 - 06/04/2018
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IL
08/10/2015 - 06/05/2017
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
BC
Issued 11/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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