Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Von Stahle is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. David Von Stahle has been in the industry since February 23, 1988. He has a total of 40 state licenses and 2 FINRA licenses. David Von Stahle's specialties include fixed income, equities, mutual funds, variable annuities, and insurance. David Von Stahle has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since March 1988. He has been a member of the Harmony Park Ward of The Church of Jesus Christ of Latter-day Saints since 1988 and devotes 60 hours per month to his role as Ward Bishop.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AZ
01/15/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GILBERT AZ)
CA
05/29/1991 - 09/22/1992
U.S. SECURITIES CLEARING CORP. (SAN DIEGO CA)
NA
02/24/1988 - 05/29/1991
BILTMORE EQUITIES & SECURITIES, LTD.
IA
Issued 08/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Stahle is the right advisor for you? Invested Better is here to help.
