Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kuhns is a financial advisor who has been in the industry since 1984. David is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm since 2015. Prior to that, David was with D.A. Davidson & CO. for over 20 years. David is a licensed securities agent and investment advisor representative in multiple states. David is a dedicated professional with extensive experience in providing financial advice to individuals, businesses and institutions.
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.
1
2
MT
09/21/2018 - Present
Stifel, Nicolaus & Company, Inc. (BILLINGS MT)
MT
10/04/1991 - 03/12/2015
D.A. DAVIDSON & CO. (BILLINGS MT)
MN
04/27/1990 - 10/25/1991
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
NY
08/29/1984 - 05/16/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 08/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1992
Series 4 - Registered Options Principal Examination
BC
Issued 02/01/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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