Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Steinfeld is a financial advisor with over 25 years of experience in the industry. David currently works with LPL Financial LLC in Brentwood, Tennessee, where David is a Registered Representative and an Investment Advisor Representative. Before joining LPL Financial LLC, David worked with Raymond James Financial Services, Inc. in Franklin, Tennessee, Morgan Keegan & Company, Inc. in Memphis, Tennessee, SunTrust Securities, Inc. in Atlanta, Georgia, J.C. Bradford & Co. in New York, New York, BANC ONE SECURITIES CORPORATION in Chicago, Illinois, and Wiley Bros. Inc. in Nashville, Tennessee. David is licensed to practice in Florida, Kentucky, Minnesota, Mississippi, Nevada, South Carolina, and Tennessee, and specializes in financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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
TN
01/01/2025 - Present
LPL Financial LLC (BRENTWOOD TN)
TN
02/09/2004 - 07/02/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
07/28/2000 - 02/04/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
GA
09/01/1999 - 06/06/2000
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
07/30/1997 - 08/30/1999
J.C. BRADFORD & CO. (NEW YORK NY)
IL
07/16/1996 - 07/16/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TN
09/21/1994 - 10/14/1994
WILEY BROS. INC. (NASHVILLE TN)
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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