Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bolte is a registered representative with Stonex Securities Inc. and Stonex Financial Inc. David has been in the securities industry since 1996 and has a wide range of experience in the financial services field. David holds Series 7, 24, 27, 63, 99TO, and SIE licenses and is registered in Iowa.
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
AL
09/10/2021 - Present
Stonex Securities Inc. (BIRMINGHAM AL)
UT
09/07/2019 - 12/20/2022
INTL FILLMORE ADVISORS LLC (PARK CITY UT)
AL
06/05/2017 - 01/12/2021
SA STONE WEALTH MANAGEMENT INC. (BIRMINGHAM AL)
NY
02/06/2019 - 05/01/2019
INTL FCSTONE CREDIT TRADING LLC (NEW YORK NY)
IA
05/09/1996 - 07/10/2015
FCC INVESTMENTS, INC. (WEST DES MOINES IA)
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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