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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sheinheit is a financial advisor with UBS Financial Services Inc. located in Hallandale Beach, Florida. David has been in the financial services industry since 1987. David also has prior experience at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. David holds licenses to provide both investment advisory and broker-dealer services. In addition to the Series 65 and Series 63 exams, David has passed the Series 7, Series 3 and SIE exams. David is registered in thirteen states and is a member of North Dade South Broward Estate Planning Council.
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.
See schedule d - miscellaneous
1
2
FL
04/01/2011 - Present
UBS Financial Services Inc. (Hallandale Beach FL)
FL
06/01/2009 - 04/12/2011
MORGAN STANLEY SMITH BARNEY (AVENTURA FL)
FL
02/07/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (AVENTURA FL)
NY
02/24/1987 - 02/13/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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