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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid MacPhail is a financial advisor with over 17 years of experience in the industry. David MacPhail is registered with Stifel, Nicolaus & Company, Inc. and is located in the Dublin, Ohio branch office. David MacPhail provides financial planning, pension consulting, and portfolio management services. David MacPhail specializes in working with individuals, families, and businesses.
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.
1
2
OH
08/09/2006 - Present
Stifel, Nicolaus & Company, Inc. (DUBLIN OH)
IA
Issued 11/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/19/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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