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David Jay Fuehner

W & S Brokerage Services, Inc.

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About David Jay Fuehner

David Fuehner is a financial professional with over 20 years of experience in the financial services industry. David has a diverse background, having worked with both Fidelity Brokerage Services LLC and Western Southern Life. David currently holds registrations with FINRA and the state of Kentucky for both investment advisor and broker-dealer activities. David is a registered representative of W&S Brokerage Services, Inc., and is affiliated with them since 2020. David offers investment advisory services to individuals and provides portfolio management, as well as selection of other advisers.

Firm Information

David Fuehner is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Fuehner’s Registration & Firm History

KY

05/05/2020 - Present

W&S Brokerage Services, Inc. (FORT WRIGHT KY)

KY

02/19/1998 - 10/09/2019

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 05/18/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/14/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Jay Fuehner.
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