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WelcomeAs your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
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Morgan Stanley Smith Barney
Licenses
David B Altwerger holds the following registrations: Securities Agent: AZ, CA, FL, IL, IN, MI, NV, NY, OH, WI;
General Securities Representative;
Investment Advisorship: AZ, CA, FL, IL, IN, MI, NV, NY, OH, WI;
Managed Futures;
CA Insurance Lic. 0H03441
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© 2011 Morgan Stanley Smith Barney.
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Certified Financial Planner Board of Standards, Inc. owns the certification marks
CFP CERTIFIED FINANCIAL PLANNER and federally registered CFP
(with flame design) in the U.S., which it awards to individuals who
successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association is the owner of the certification mark "CIMA ," the service marks "Certified Investment Management Analyst," "Investment Management Consultants Association ," and "IMCA." Use of CIMA or Certified Investment Management Analyst signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.
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