Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shoffstall is a financial advisor with J.p. Morgan Institutional Investments Inc. David is registered with the Financial Industry Regulatory Authority (FINRA) and is a Series 7TO, 6TO, and Series 63 licensed representative. David has been in the financial services industry since 2019. David holds a Uniform Investment Adviser Law Examination license and a Series 65 license as well. Previously, David worked for J.P. MORGAN SECURITIES LLC and JPMORGAN DISTRIBUTION SERVICES, INC. David is licensed in 53 states.
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.
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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OH
06/28/2024 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
OH
04/19/2022 - 06/17/2024
J.P. MORGAN SECURITIES LLC (Columbus OH)
OH
11/21/2019 - 02/16/2021
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IA
Issued 08/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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