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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 Widor is an investment advisor representative at Morgan Stanley, a firm with over 10 billion to 50 billion dollars in assets under management. David is registered with the Securities and Exchange Commission as an Investment Advisor Representative and holds both a Series 65 and Series 63 license. David has over 25 years of experience in the financial services industry and has worked at several firms in the past, including GT Global, Inc. and CITIGROUP GLOBAL MARKETS INC. David is also a registered representative with the Financial Industry Regulatory Authority, Inc.
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
CA
01/18/2023 - Present
Morgan Stanley (Rolling Hills Estates CA)
CA
02/27/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROLLING HILLS CA)
CA
11/14/1995 - 06/06/1997
GT GLOBAL, INC. (SAN FRANCISCO CA)
IA
Issued 05/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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