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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 Scott McIntyre is a financial advisor with over 20 years of experience in the industry. David has been with Morgan Stanley since 2023 and has a wide range of experience working with clients across many states, including Texas, North Carolina, and Florida. David is a registered representative in North Carolina and Texas and has passed both the Series 7 and Series 66 exams. Prior to joining Morgan Stanley, David worked at Merrill Lynch and Atlantic American Capital Advisors. David is also a member of the Wake County Advisory Board for the Salvation Army.
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
NC
09/22/2023 - Present
Morgan Stanley (Raleigh NC)
NC
04/07/2009 - 09/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
FL
08/29/2002 - 08/12/2008
ATLANTIC AMERICAN CAPITAL ADVISORS, LLC (TAMPA FL)
BOTH
Issued 05/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2002
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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