Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carl Lickovitch is a financial advisor with Stifel, Nicolaus & Company, Inc. David has been in the financial industry since 1990 and has experience providing financial advice to a variety of clients, including individuals, businesses, and institutions. David is registered to offer securities advice in several states, including Ohio, Texas, Florida, and Georgia. He is also registered with FINRA. David is committed to helping his clients achieve their financial goals.
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
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (DUBLIN OH)
OH
01/08/1990 - 09/10/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 07/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
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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