Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Drinan is an active investment advisor representative, licensed in Connecticut and Texas. David Drinan works for Stifel, Nicolaus & Company, Inc.. Stifel, Nicolaus & Company, Inc. has offices in Enfield, CT and many other locations. David Drinan specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.
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
CT
09/15/2014 - Present
Stifel, Nicolaus & Company, Inc. (ENFIELD CT)
MA
07/31/1993 - 05/29/2009
CITIGROUP GLOBAL MARKETS INC. (SPRINGFIELD MA)
NY
11/22/1977 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/17/1976 - 11/22/1977
SHEARSON HAYDEN STONE INC.
NA
11/08/1974 - 11/17/1976
SHEARSON HAYDEN STONE INC.
NA
06/26/1974 - 11/08/1974
HAYDEN STONE INC.
NA
04/15/1970 - 09/27/1974
SHEARSON, HAMMILL & CO., INCORPORATED
IA
Issued 07/11/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/10/1977
PC - AMEX Put and Call Exam
BC
Issued 04/10/1970
Series 1 - Registered 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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