Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Stevens is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. David has over 30 years of experience in the securities industry. David is licensed in many states and is a Series 7, 24, 63, and 65 licensed investment advisor. David also holds a Series 24 General Securities Principal Examination. David has previously been employed by Anchor Management Group, Inc. and Blinder, Robinson & Co., Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
07/03/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROCKLEDGE FL)
FL
03/10/1992 - 02/25/2000
ANCHOR MANAGEMENT GROUP, INC. (MELBOURNE FL)
FL
02/01/1991 - 11/26/1991
ANCHOR MANAGEMENT GROUP, INC. (MELBOURNE FL)
NA
09/19/1989 - 02/28/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 11/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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