Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Zachmeyer is a financial advisor with Stifel, Nicolaus & Company, Inc., with over 30 years of experience in the financial services industry. David has a strong background in financial planning, portfolio management, and investment advisory services. David has served clients in a variety of sectors including corporations, individuals, investment companies, and pooled investment vehicles. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 31, and Series 63 licenses. David is also a Registered Investment Advisor (RIA) in Texas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
03/01/2010 - Present
Stifel, Nicolaus & Company, Inc. (DENTON TX)
TX
01/01/2008 - 03/02/2010
WELLS FARGO ADVISORS, LLC (DENTON TX)
TX
01/24/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DENTON TX)
NE
02/12/1999 - 02/21/2001
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
CO
08/16/1996 - 02/04/1999
SCHNEIDER SECURITIES, INC. (DENVER CO)
CO
07/25/1996 - 08/12/1996
COHIG & ASSOCIATES, INC. (ENGLEWOOD CO)
CO
09/01/1994 - 04/24/1995
R A F FINANCIAL CORPORATION (DENVER CO)
NY
02/08/1991 - 08/26/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 09/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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