Unclaimed
David Gardner Arteberry is a financial professional with over 35 years of experience in the financial services industry. David is currently registered with Stifel, Nicolaus & Company, Inc. David's previous employers include George K. Baum & Company and has been active in the Kansas City market throughout their career. David has a broad range of experience serving individual and institutional clients, and has expertise in areas such as financial planning, portfolio management, and municipal securities. David holds the Series 7, Series 50, Series 52TO, and SIE licenses.
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
MO
09/27/2019 - Present
Stifel, Nicolaus & Company, Inc. (KANSAS CITY MO)
MO
05/31/1994 - 09/27/2019
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MO
12/22/1987 - 05/31/1994
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
BC
Issued 06/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/19/1987
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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