Unclaimed
David Visinsky is a financial professional with over 18 years of experience in the industry. David is currently registered with Stifel, Nicolaus & Company, Inc. and is located in Memphis, Tennessee. David specializes in providing financial advice to a variety of clients, including individuals, businesses, and institutions. David is a Series 7, 24, 63, and SIE licensed professional and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2004.
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
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
11/17/2008 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
05/07/2012 - 12/19/2016
ICBA SECURITIES (MEMPHIS TN)
TN
09/30/2008 - 11/07/2008
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
TN
08/13/2004 - 09/25/2008
FTN MIDWEST SECURITIES CORP. (MEMPHIS TN)
TN
07/08/2004 - 11/22/2006
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
BC
Issued 07/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
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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