Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gordon Storrs is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Denver, Colorado. David has over 35 years of experience in the financial services industry. He is registered to provide securities and investment advisory services in 27 states. Previously, David was a financial advisor at Raymond James & Associates, Inc. David specializes in providing a variety of financial services including portfolio management for individuals, businesses, and pooled investment vehicles. He also offers financial planning and educational seminars.
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
CO
02/07/2013 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
CO
11/15/2005 - 02/07/2013
RAYMOND JAMES & ASSOCIATES, INC. (DENVER CO)
NY
02/16/1994 - 11/28/2005
FIRST ALBANY CAPITAL INC. (NEW YORK NY)
NJ
01/01/1994 - 01/31/1994
MERRION GROUP, L.P. (CRANFORD NJ)
NY
04/19/1988 - 11/22/1993
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
10/22/1986 - 04/12/1988
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
BC
Issued 11/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
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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