Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patrick Kurcon is a financial advisor with Stifel, Nicolaus & Company, Inc. David has been in the financial services industry since 1995. David has a Series 7, Series 63, and Series 65 license. David is registered with the states of Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Nevada, New York, Ohio, Pennsylvania, South Carolina, and Texas. David specializes in working with high-net-worth individuals, corporations, and pension plans. David's practice offers financial planning, portfolio management, and other investment services. Prior to joining Stifel, Nicolaus & Company, Inc., David was employed with UBS Financial Services Inc. and Chase Investment Services Corp.
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
09/25/2009 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
08/04/2006 - 09/25/2009
UBS FINANCIAL SERVICES INC. (CANFIELD OH)
OH
07/06/2005 - 08/07/2006
CHASE INVESTMENT SERVICES CORP. (YOUNGSTOWN OH)
IL
11/01/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
09/24/2001 - 06/21/2004
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
03/08/1995 - 09/26/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1995
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
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