David KaiserCRD Number: 722809
Current Firm: American Portfolios Advisors, Inc.
David Kaiser (CRD# 722809) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 41 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Abbington Investment Group, LLC
Northwestern Mutual Investment Services,llc
|American Portfolios Financial Services, Inc.||Holbrook, NY||Sep 2012 - Current||9|
|Sterne, Agee & Leach, Inc.||Richmond, VA||Dec 2011 - Sep 2012||< 1|
|Sterne Agee Investment Advisors, Inc.||Birmingham, AL||Dec 2011 - Sep 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1981|
|S65||NASAA Investment Advisors Law Examination||Jan 1992|
Total Assets Under Management10,214MILLIONS
Total Number of Accounts39,427ACCOUNTS
Average Account Value$259,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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