Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Holperin is an investment advisor representative with Stifel, Nicolaus & Company, Inc. David has over 35 years of experience in the financial industry. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. David is registered to provide investment advisory services in Florida, Texas, and Wisconsin. David is also registered to provide broker-dealer services in numerous states. David is a member of the Rotary International of Rhinelander.
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
WI
11/21/2008 - Present
Stifel, Nicolaus & Company, Inc. (RHINELANDER WI)
WI
01/21/1987 - 12/11/2008
CITIGROUP GLOBAL MARKETS INC. (RHINELANDER WI)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Holperin is the right advisor for you? Invested Better is here to help.
