Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Freeman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Denver, Colorado. David has been in the financial services industry since 2006 and is registered with both FINRA and the state of Colorado. David has a strong background in investments and financial planning. David has a diverse client base and is a general partner in MPF Investment Partnership. David has previously worked at Morgan Stanley & Co., Incorporated and UBS Financial Services 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
02/06/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Denver CO)
CA
06/01/2009 - 02/23/2015
MORGAN STANLEY (WOODLAND HILLS CA)
CA
09/14/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
07/27/2006 - 09/25/2007
UBS FINANCIAL SERVICES INC. (ENCINO CA)
NJ
07/15/2005 - 09/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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