Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sondergaard is a financial advisor at Morgan Stanley. David is a registered representative with 18 years of experience in the financial services industry. David is also a registered investment advisor and holds the Series 7, Series 31, and Series 66 licenses. David is a dedicated professional with a strong commitment to providing clients with personalized financial advice and investment strategies. David is committed to helping clients achieve their financial goals and provides a comprehensive range of financial services, including investment management, financial planning, and retirement planning.
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
CT
03/14/2020 - Present
Morgan Stanley (Stamford CT)
CT
10/12/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NY
04/02/2007 - 10/15/2007
MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)
NY
09/25/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2002
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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