Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Frederick Withee is a financial advisor who has been in the industry since July 20, 2011. Currently, David Frederick Withee is registered with J.p. Morgan Securities LLC, and has offices in Orlando, Florida. Prior to that, David Frederick Withee was registered with SUNTRUST INVESTMENT SERVICES, INC. in ORLANDO, Florida and SANFORD C. BERNSTEIN & CO., LLC in TAMPA, Florida. David Frederick Withee has passed the SIE, Series 7 and Series 66 exams. David Frederick Withee has been registered in 53 states and the District of Columbia. David Frederick Withee provides financial planning services to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
11/21/2022 - Present
J.p. Morgan Securities LLC (Orlando FL)
FL
08/21/2013 - 02/12/2018
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
01/11/2011 - 02/27/2013
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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