Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stiff has been in the financial services industry since 2002. David currently works for Equitable Distributors, LLC, where he has been employed since February 2022. Previously, David worked for P.J. ROBB VARIABLE CORPORATION, and TRANSAMERICA FINANCIAL ADVISORS, INC. David is licensed to sell securities in nineteen states.
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.
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.
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2
NC
02/14/2022 - Present
Equitable Distributors, LLC (Charlotte NC)
NC
10/10/2013 - 01/18/2022
P.J. ROBB VARIABLE CORPORATION (Charlotte NC)
NC
09/04/2009 - 12/18/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (CHARLOTTE NC)
NC
09/07/2001 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (CHARLOTTE NC)
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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