Unclaimed
David Shoulders is a financial professional based in Richmond, Virginia. David has been in the industry since 2008. He is a registered representative with McMg Capital Advisors, Inc. David holds a Series 7, 24, 63, 79TO and SIE license. David's primary areas of expertise are investment banking and general securities.
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
VA
01/18/2008 - Present
McMg Capital Advisors, Inc. (RICHMOND VA)
BC
Issued 02/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2021
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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