Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid T Shipper is a financial advisor in White Plains, NY with over 48 years of experience in the financial services industry. David is currently registered with Benjamin F. Edwards & Company, Inc. and has previously worked at several firms including WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., LAIDLAW EQUITIES, INC. David is a Registered Options Principal and has a wide range of experience in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. David is also a New York State Certified Investment Advisor.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/02/2021 - Present
Benjamin F. Edwards & Company, Inc. (WHITE PLAINS NY)
NY
01/01/2008 - 09/28/2009
WELLS FARGO ADVISORS, LLC (WHITE PLAINS NY)
NY
10/16/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WHITE PLAINS NY)
NY
11/14/1994 - 11/06/1995
LAIDLAW EQUITIES, INC. (NEW YORK NY)
NA
07/01/1993 - 07/20/1994
REICH & CO., INC.
NY
10/05/1988 - 07/01/1993
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
04/11/1988 - 10/25/1988
SHEARSON LEHMAN HUTTON INC.
NA
07/24/1973 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/1981
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 07/19/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure David Shipper is the right advisor for you? Invested Better is here to help.
