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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 Saul Eisen is a financial advisor with over 30 years of experience in the industry. David has a diverse background, having worked for UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated before joining Morgan Stanley in 2020. David has a broad range of knowledge and experience, as demonstrated by his holding multiple licenses and certifications including Series 7, Series 31, Series 63, and Series 65. David is also a Registered Representative and Investment Advisor Representative for Morgan Stanley. He is based out of the West Conshohocken, PA branch office and serves clients in multiple states. David's focus is on providing comprehensive financial advice to individuals and businesses.
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
PA
12/11/2020 - Present
Morgan Stanley (West Conshohocken PA)
PA
01/28/1995 - 12/22/2020
UBS FINANCIAL SERVICES INC. (PHILADELPHIA PA)
NY
09/17/1990 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 01/10/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1990
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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