Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Seth Leibowitz is a financial advisor with LPL Financial LLC. David is a registered representative with the state of New Jersey. David has over 20 years of experience in the financial industry, with previous employment at Invest Financial Corporation, Citigroup Global Markets Inc., Citicorp Investment Services, and J.P. Morgan Securities Inc. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. David is also a registered investment advisor with the state of New Jersey and has a Series 7, Series 63, Series 65, and SIE license.
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.
Consulting and other non-discretionary advisory services
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.
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2
NJ
02/14/2018 - Present
LPL Financial LLC (SHORT HILLS NJ)
NJ
03/07/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (SHORT HILLS NJ)
NY
05/29/2007 - 06/15/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/09/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
02/13/2002 - 08/31/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 12/16/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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