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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 Wise Darst is a financial advisor with Morgan Stanley, based in Nashville, Tennessee. David has been in the financial services industry since 2004. He has a strong track record of success in providing comprehensive financial planning and investment management services to a wide range of clients, including high-net-worth individuals, families, businesses, and institutions. David holds the Series 7, Series 63, Series 66, and Series 87 licenses, as well as the SIE designation. He is also a member of the Land Trust for Tennessee, Inc. He is committed to providing his clients with the highest level of personalized service and expertise.
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
TN
05/05/2020 - Present
Morgan Stanley (Nashville TN)
TN
03/12/2010 - 04/20/2016
GUGGENHEIM SECURITIES, LLC (NASHVILLE TN)
TN
01/27/2004 - 02/08/2010
FTN EQUITY CAPITAL MARKETS CORP. (NASHVILLE TN)
BOTH
Issued 08/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/26/2004
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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