Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Irish is a registered representative with Stifel, Nicolaus & Company, Inc. David has been in the financial services industry since August 1990. David holds Series 7, 63 and 65 licenses and is registered in 18 states. David previously worked at Butler, Wick & Co., Inc., Advest, Inc., PaineWebber Incorporated, and J.C. Bradford & Co.. David’s experience includes providing financial planning, portfolio management, and other financial services to a wide range of clients. David also works with insurance companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities. David has a strong commitment to providing his clients with personalized financial advice and guidance.
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
OH
03/10/2009 - Present
Stifel, Nicolaus & Company, Inc. (DUBLIN OH)
OH
11/29/2005 - 03/10/2009
BUTLER, WICK & CO., INC. (MARYSVILLE OH)
OH
10/13/2000 - 12/21/2005
ADVEST, INC. (MARYSVILLE OH)
NJ
08/14/2000 - 11/06/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
08/16/1990 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Irish is the right advisor for you? Invested Better is here to help.
