Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Steven Scheid is a financial professional with over 13 years of experience in the financial services industry. David is currently registered with Demeter Advisory Group, LLC and is licensed in California and Florida. He previously held positions with Houlihan Lokey Capital, Inc. and Cowen and Company. David holds the Series 63, Series 79, and SIE licenses.
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.
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.
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2
FL
04/18/2023 - Present
Demeter Advisory Group, LLC (MIAMI BEACH FL)
CA
07/02/2015 - 03/27/2023
HOULIHAN LOKEY CAPITAL, INC. (San Francisco CA)
CA
08/17/2010 - 06/23/2015
COWEN AND COMPANY (SAN FRANCISCO CA)
BC
Issued 08/03/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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