Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Styfco is a financial professional with over 28 years of experience in the industry. David William Styfco is currently registered with Aegis Capital Corp. and has held previous roles with Gunnallen Financial, Inc, Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, Roan Capital Partners L.P., A.S. Goldmen & Co., Inc., and D. H. Blair & Co., Inc.. David William Styfco has a broad range of experience and expertise, having passed the Series 7, Series 24, and SIE exams. David William Styfco's areas of specialization include providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
04/09/2010 - Present
Aegis Capital Corp. (MELVILLE NY)
NY
06/26/2006 - 03/30/2010
GUNNALLEN FINANCIAL, INC (CARLE PLACE NY)
NY
01/04/1999 - 06/21/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCARSDALE NY)
FL
01/22/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
08/20/1996 - 01/28/1998
ROAN CAPITAL PARTNERS L.P. (NEW YORK NY)
NJ
11/08/1995 - 08/22/1996
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
02/21/1995 - 09/21/1995
D. H. BLAIR & CO., INC. (NEW YORK NY)
MI
09/28/1994 - 02/22/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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