Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silas? Claim Your ProfileSilas David is a financial advisor with over 2 years of experience in the industry. Silas David is registered with the state of New York as both a Broker-Dealer and an Investment Advisor Representative. Silas David is currently employed with Morgan Stanley, and works out of their Purchase, NY office. Silas David has passed the Series 63, Series 7TO, and the Series 65 exams, and also holds the SIE designation. Silas David is an active member of the financial industry and is dedicated to providing clients with the highest level of service.
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
NY
01/22/2024 - Present
Morgan Stanley (New York NY)
IA
Issued 08/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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