Unclaimed
David Laskar is a registered representative with New York Life Investment Management LLC. David has been in the securities industry since February 12, 2002. David holds the Series 66, Series 7, and SIE exams. David is also registered with the state of New Jersey and New York. David's previous experience includes roles at Morgan Stanley, Citigroup Global Markets Inc., Legg Mason Investor Services, LLC and Citigroup Global Markets Inc. David specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. David has a diverse client base, including individuals, corporations, investment companies, insurance companies, and pension and profit sharing plans. David also serves as a real estate salesperson for Vistocco Fine Homes, LLC in Towaco, NJ. David's experience and expertise make him a valuable resource for clients seeking investment advice and guidance.
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.
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.
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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2
NY
08/25/2014 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NY
06/01/2009 - 08/20/2014
MORGAN STANLEY (PURCHASE NY)
NY
04/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/01/2005 - 04/09/2008
LEGG MASON INVESTOR SERVICES, LLC (NEW YORK NY)
NY
02/13/2002 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/28/2002
Series 66 - Uniform Combined 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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