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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 Ivarie is a financial advisor in Bakersfield, California, and has been in the industry since 1984. David is currently registered with Morgan Stanley. David previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. David holds Series 7, Series 63, Series 65 and SIE licenses and has a background in portfolio management for individuals, businesses, and investment companies.
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
07/05/2011 - Present
Morgan Stanley (BAKERSFIELD CA)
CA
11/01/1985 - 06/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAKERSFIELD CA)
NA
09/20/1984 - 11/08/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 12/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
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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