Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Heiss is a financial advisor registered with Alpine Hill Advisors LLC. David has over 30 years of experience in the financial services industry. David is a registered Investment Advisor Representative in Connecticut and has passed the Series 7, 24, 55, 63, and 66 exams. David specializes in providing financial planning and portfolio management services to high-net-worth individuals and other individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CT
05/07/2024 - Present
Alpine Hill Advisors LLC (WESTPORT CT)
CT
07/30/2020 - 05/16/2024
MORGAN STANLEY (Westport CT)
NY
11/14/2016 - 04/12/2017
ABEL/NOSER, L.L.C. (NEW YORK NY)
CT
03/23/2016 - 10/26/2016
CHATSWORTH SECURITIES LLC (GREENWICH CT)
NY
11/08/2013 - 03/24/2014
FBN SECURITIES, INC. (NEW YORK NY)
CT
07/01/2013 - 08/02/2013
CRT CAPITAL GROUP LLC (STAMFORD CT)
CT
05/22/1990 - 01/03/2013
WEEDEN & CO.L.P. (GREENWICH CT)
BOTH
Issued 12/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/29/1999
Series 12 - NYSE Branch Manager Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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