Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Remey is a financial advisor with Stifel, Nicolaus & Company, Inc., registered with the state of Florida since August 2009. David has been a registered representative in the financial industry since March 1986. David holds Series 3, 7, 9, 10, 63 and SIE licenses. David is also a Certified Financial Planner. David has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. David's previous experience includes working with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. David is also active in the community, serving as a board member for a number of organizations.
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
FL
06/15/2016 - Present
Stifel, Nicolaus & Company, Inc. (DAYTONA BEACH FL)
FL
01/01/2008 - 08/20/2009
WELLS FARGO ADVISORS, LLC (DAYTONA BEACH FL)
FL
08/28/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTONA BEACH FL)
NY
03/19/1986 - 09/13/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/04/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
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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