Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph Stella is a financial advisor with over 20 years of experience in the financial services industry. David has been registered with Morgan Stanley since October 2016. Prior to that, David was a financial advisor with Wells Fargo Advisors, LLC from February 2010 to October 2016. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 24, Series 63 and Series 65 licenses.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/16/2016 - Present
Morgan Stanley (Orlando FL)
FL
02/24/2010 - 10/19/2016
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
11/07/2007 - 03/03/2008
MORGAN KEEGAN & COMPANY, INC. (WINTER PARK FL)
AL
10/28/2002 - 10/07/2003
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
GA
02/16/2002 - 10/25/2002
SUNTRUST SECURITIES, INC. (ATLANTA GA)
OH
12/04/1998 - 02/16/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MA
04/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
03/24/1998 - 04/01/1998
BARNETT INVESTMENTS, INC.
FL
09/18/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NY
08/19/1994 - 08/08/1996
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 10/29/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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