Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scher is a financial advisor with Kestra Advisory Services, LLC. He has over 20 years of experience in the financial services industry. David Scher has a strong track record of helping clients achieve their financial goals. David Scher is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future. David Scher is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. David Scher is registered to provide investment advisory services in Arizona, Florida, Illinois, Massachusetts, New Jersey, New York, North Carolina, and Wisconsin. David Scher also provides securities brokerage services through Kestra Investment Services, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
04/26/2016 - Present
Kestra Advisory Services, LLC (RIDGEWOOD NJ)
NY
07/10/2010 - 08/22/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
02/04/2005 - 07/16/2010
THOMAS WEISEL PARTNERS LLC (NEW YORK NY)
NY
02/04/2000 - 02/09/2005
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/13/1997 - 02/04/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
BOTH
Issued 02/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2000
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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