Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bradley Holden is a financial professional with over 30 years of experience in the industry. David is currently registered with Stifel, Nicolaus & Company, Inc. David has a wide range of experience in the financial industry, having previously worked at Piper Jaffray & Co. and U.S. Bancorp Investments, Inc. David holds a variety of licenses and designations, including Series 7, Series 24, and Series 63. David is a valuable resource for clients seeking investment advice and guidance.
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
MN
07/22/2008 - Present
Stifel, Nicolaus & Company, Inc. (WAYZATA MN)
MN
05/25/2000 - 08/01/2008
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
MN
03/23/2001 - 04/15/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
02/03/1999 - 04/28/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
02/05/1990 - 02/03/1999
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BC
Issued 11/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
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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