Unclaimed
David Andersson is a registered representative with J.p. Morgan Securities LLC and has been in the financial services industry since 2009. David previously worked at MORGAN STANLEY & CO. INCORPORATED. David holds Series 7, Series 9, Series 10, Series 63, and SIE licenses. David is affiliated with the firm’s New York, NY office.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
08/20/2010 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
04/02/2009 - 05/27/2010
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 04/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Andersson is the right advisor for you? Invested Better is here to help.