Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sharpe is a financial advisor based in Madison, WI, and is currently registered with Goldstein Advisors, LLC. David has been in the industry for over 16 years and has experience with a variety of firms including KESTRA INVESTMENT SERVICES, LLC, SECURITIES AMERICA, INC., AMERIPRISE FINANCIAL SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. David holds licenses for Series 7, Series 31, and Series 66. David Sharpe specializes in working with high net worth individuals and pension and profit-sharing plans.
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.
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.
1
2
WI
10/06/2022 - Present
Goldstein Advisors, LLC (MADISON WI)
WI
11/30/2022 - 12/31/2023
KESTRA INVESTMENT SERVICES, LLC (Madison WI)
WI
10/10/2019 - 12/01/2022
SECURITIES AMERICA, INC. (MIDDLETON WI)
WI
09/09/2011 - 10/18/2019
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE GENEVA WI)
WI
06/28/2007 - 09/12/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON WI)
WI
07/11/2006 - 06/28/2007
A. G. EDWARDS & SONS, INC. (ELKHORN WI)
BOTH
Issued 07/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Sharpe is the right advisor for you? Invested Better is here to help.
