Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lazar is a financial advisor at Stifel, Nicolaus & Company, Inc. in Philadelphia, Pennsylvania. David has been in the industry since 1986. David has experience providing financial advice to individuals, businesses, and institutional clients. Prior to joining Stifel, Nicolaus & Company, Inc., David was employed by Keefe, Bruyette & Woods, Inc., Ryan Beck & Co., Boenning & Scattergood, Inc. and Berwind Financial, L.P.. David holds a Series 7, Series 24, Series 63, Series 79TO and SIE license. David is registered with the state of Pennsylvania and is also registered with the Financial Industry Regulatory Authority (FINRA).
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
PA
06/13/2014 - Present
Stifel, Nicolaus & Company, Inc. (PHILADELPHIA PA)
PA
03/09/2007 - 03/14/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CONSHOHOCKEN PA)
PA
02/02/2006 - 07/26/2007
RYAN BECK & CO. (CONSHOHOCKEN PA)
PA
11/01/2001 - 02/03/2006
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
PA
03/26/1997 - 11/06/2001
BERWIND FINANCIAL, L.P. (PHILADELPHIA PA)
NJ
08/24/1982 - 02/04/1993
RYAN, BECK & CO. (FLORHAM PARK NJ)
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1997
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 10/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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