Unclaimed
David Stjean is a financial advisor with Centerview Partners LLC. David has been in the securities industry since 1987 and has a broad range of experience in the industry. David is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in California and New York.
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.
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.
1
2
CA
08/25/2008 - Present
Centerview Partners LLC (Menlo Park CA)
CA
05/18/2006 - 07/16/2008
UBS SECURITIES LLC (LOS ANGELES CA)
NY
05/17/2000 - 05/11/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/04/1991 - 04/12/2000
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
04/23/1990 - 12/31/1990
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NA
03/15/1989 - 03/14/1990
DREXEL BURNHAM LAMBERT INCORPORATED
NA
04/01/1986 - 08/04/1987
SITZMANN SECURITIES CORPORATION
NA
06/12/1986 - 11/25/1986
GLENBOROUGH SECURITIES CORPORATION
NA
12/06/1985 - 04/21/1986
GLENBOROUGH SECURITIES CORPORATION
BC
Issued 10/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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