Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schick is a financial professional with over 20 years of experience in the industry. David is currently registered with Stifel, Nicolaus & Company, Inc. and is located in Bethesda, MD. David's previous experience includes roles at Legg Mason Wood Walker, Incorporated, SunTrust Capital Markets, Inc., The Robinson-Humphrey Company, LLC, Credit Suisse First Boston Corporation, and Lehman Brothers Inc. David holds a variety of licenses and certifications, including Series 7, Series 24, Series 63, Series 79TO, and Series 86/87. David specializes in a variety of investment areas, including stocks, bonds, mutual funds, and ETFs. David is committed to providing his clients with personalized financial advice and investment strategies that meet their individual needs and goals.
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.
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2
MD
06/17/2019 - Present
Stifel, Nicolaus & Company, Inc. (BETHESDA MD)
DC
12/01/2005 - 04/07/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WASHINGTON DC)
MD
03/10/2003 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
GA
07/27/2001 - 02/27/2003
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
12/21/1999 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
06/01/1999 - 12/09/1999
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
09/30/1997 - 05/21/1999
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/19/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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