David Schmidt
Financial Advisor | Morgan Stanley
- Role
- Financial Advisor at Morgan Stanley
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About David Schmidt
With roots in Washington, DC, Brinkley Schmidt at Morgan Stanley works with an…
Experience
Financial Advisor
Mar 2024 — Present · Washington, DC, US
NMLS: 11•••58\"© 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy. MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/dave.schmidt. The information or content is for US residents only and subject to the following disclosures:
Education
University of Maryland
BA, Government & Politics, Economics
2004 — 2008
Skills
- Financial Modeling
- Financial Statement Analysis
- Business Expansion
- Business Development
- Asset Managment
- Building Relationships
- Financial Projection
- Cross Selling
- Hold Series 7
- Holds Series 66
- Microsoft Excel
- Microsoft Word
- Microsoft Powerpoint
- English & Spanish Languages
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Finance
- Wealth Management
- Banking
- Financial Analysis
- Equities
- Leadership
- Powerpoint
- Asset Management
- Microsoft Office
- Analysis
- Credit
- Loans
- Financial Advisory
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