Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Havill is a registered representative associated with Piper Sandler & Co. with an office in Houston, Texas. David is a licensed securities agent with the state of Texas and holds Series 63, 79TO, and SIE licenses. David's firm offers portfolio management services, analytical reports and public finance consulting programs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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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TX
08/01/2024 - Present
Piper Sandler & Co. (HOUSTON TX)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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