Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vermeil is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the securities industry since 1985. David specializes in providing advisory services to individuals, businesses, and pension plans. David is registered with the following state securities regulators: California, Connecticut, Delaware, Florida, Maryland, New Jersey, New York, North Carolina, and Pennsylvania. David is also a registered Investment Advisor Representative in Pennsylvania.
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
PA
01/02/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MEDIA PA)
MD
07/21/2015 - 04/08/2020
M&T SECURITIES, INC. (BALTIMORE MD)
PA
09/02/2011 - 07/12/2013
M&T SECURITIES, INC. (WEST CHESTER PA)
PA
02/09/2001 - 09/06/2011
WILMINGTON BROKERAGE SERVICES COMPANY (WEST CHESTER PA)
NC
01/07/1999 - 01/22/2001
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
PA
03/15/1995 - 06/04/1998
VALLEY FORGE ASSET MANAGEMENT CORP. (KING OF PRUSSIA PA)
NY
05/15/1985 - 03/08/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/15/1985 - 03/08/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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