Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sloan Deerin is a financial advisor with Janney Montgomery Scott LLC, a firm with a long history of providing comprehensive financial services to individuals, families, and institutions. With over 20 years of experience in the industry, David has a deep understanding of the markets and a commitment to helping clients achieve their financial goals. David has held previous roles at several well-known firms, including FIG Partners, LLC, Compass Point Research & Trading, LLC, Friedman, Billings, Ramsey & Co., Inc., Lafayette Investments, Inc., Morgan Stanley DW Inc., Deutsche Banc Alex. Brown Inc., and BT Alex. Brown Incorporated. David specializes in providing financial planning, portfolio management, and other investment advisory services to a wide range of clients.
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.
Fee plus commission
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2
DC
05/31/2019 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
GA
06/17/2016 - 11/06/2019
FIG PARTNERS, LLC (ATLANTA GA)
DC
05/29/2012 - 06/16/2016
COMPASS POINT RESEARCH & TRADING, LLC (WASHINGTON DC)
VA
03/18/2002 - 03/05/2008
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)
MD
10/15/2001 - 03/18/2002
LAFAYETTE INVESTMENTS, INC. (BETHESDA MD)
NY
08/29/2001 - 10/01/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
06/14/1999 - 03/08/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
02/18/1999 - 06/14/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
BC
Issued 04/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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