Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert K. David is a financial advisor with over 50 years of experience in the financial services industry. Robert is currently registered with Morgan Stanley and is licensed to provide investment advice in multiple states. Robert has previously worked with a variety of firms, including Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, Drexel Burnham Lambert Incorporated, Kidder, Peabody & Co., Incorporated, and Clark, Dodge & Co., Incorporated. Robert holds a variety of licenses, including Series 7TO, SIE, PC, and Series 1. Robert has a strong track record of success in providing investment advice and financial planning services to a wide range of clients.
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
GA
02/07/2014 - Present
Morgan Stanley (Columbus GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS GA)
GA
11/22/1977 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NA
09/19/1974 - 12/21/1977
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/24/1974 - 10/30/1974
KIDDER, PEABODY & CO., INCORPORATED
NA
03/05/1973 - 07/26/1974
CLARK, DODGE & CO., INCORPORATED
NA
11/14/1972 - 03/23/1973
VARNEDOE, CHISHOLM, SKINNER & CO., INC.
BC
Issued 10/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1977
PC - AMEX Put and Call Exam
BC
Issued 11/08/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Robert David is the right advisor for you? Invested Better is here to help.
