Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Holsted is a financial professional with over 35 years of experience in the industry. David is currently registered with Stifel, Nicolaus & Company, Inc. and previously held positions with VINING-SPARKS IBG, LLC, ICBA SECURITIES, BRYAN, WORLEY & CO., INC., FIRSTMONEY SECURITIES CORPORATION, and PRUDENTIAL-BACHE SECURITIES INC. David specializes in a wide range of financial services including investments, financial planning, pension consulting, educational seminars, and portfolio management. David holds the Series 7, Series 24, Series 72, and Series 79TO licenses. David has an active Series 63 license and is registered with the states of Arkansas, California, Connecticut, Oklahoma, Oregon, South Carolina, and Texas.
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
AR
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (LITTLE ROCK AR)
AR
10/03/1991 - 04/22/2022
VINING-SPARKS IBG, LLC (LITTLE ROCK AR)
AR
05/10/2000 - 11/18/2015
ICBA SECURITIES (LITTLE ROCK AR)
NA
11/09/1989 - 01/11/1990
BRYAN, WORLEY & CO., INC.
NA
09/29/1989 - 11/15/1989
FIRSTMONEY SECURITIES CORPORATION
NA
07/19/1989 - 10/05/1989
BRYAN, WORLEY & CO., INC.
NY
04/06/1989 - 07/12/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
12/19/1984 - 04/04/1989
BRYAN, WORLEY & CO., INC.
BC
Issued 11/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
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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