Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gayle Bomar is a financial advisor who has been in the industry since 2005. David is currently registered with Stifel, Nicolaus & Company, Inc. in North Carolina and Texas. Prior to this, David has worked for Morgan Stanley and Wachovia Securities, LLC. David's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
NC
07/16/2020 - Present
Stifel, Nicolaus & Company, Inc. (CHAPEL HILL NC)
NC
06/01/2009 - 07/23/2020
MORGAN STANLEY (CHAPEL HILL NC)
NC
05/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHAPEL HILL NC)
NC
10/06/2005 - 05/06/2008
WACHOVIA SECURITIES, LLC (CHAPEL HILL NC)
BOTH
Issued 12/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/2005
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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