Unclaimed
David Michael Stabile is a financial advisor with over 40 years of experience in the financial services industry. David is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2020. David's previous experience includes roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James & Associates, Inc., A. G. Edwards & Sons, Inc. and Paine Webber Incorporated. David is licensed in Florida, Ohio and Pennsylvania and holds the Series 5, 7, 8, 24, 31 and 63 licenses, along with the SIE and Series 65 exams. David is also a FINRA judge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
09/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (HERMITAGE PA)
PA
06/19/2009 - 06/19/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
08/06/2004 - 06/23/2009
RAYMOND JAMES & ASSOCIATES, INC. (SHARON PA)
MO
07/11/1990 - 08/24/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
10/24/1988 - 07/11/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/29/1982 - 10/25/1988
A. G. EDWARDS & SONS, INC.
NA
01/31/1980 - 08/02/1982
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
02/01/1979 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 11/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/3/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 11/3/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 6/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 1/21/1983
Series 5 - Interest Rate Options Examination
BC
Issued 1/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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