Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dodson is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with International Assets Investment Management, LLC and Global Assets Advisory, LLC. David has previously worked with J.P. Morgan Securities LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Securities, Inc., and Corporate Securities Group, Inc.. David is a Chartered Financial Consultant and has a Series 7, Series 24, Series 63, and Series 65 license. David's areas of expertise include financial planning, portfolio management, and investment management for businesses and individuals. David is a dedicated advisor with a proven track record of success.
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.
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.
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2
FL
08/01/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
GA
07/25/2022 - 11/30/2023
INTERNATIONAL ASSETS ADVISORY, LLC (ATLANTA GA)
GA
10/13/2017 - 07/27/2022
J.P. MORGAN SECURITIES LLC (Atlanta GA)
GA
07/06/2012 - 09/25/2017
MORGAN STANLEY (ATLANTA GA)
GA
12/18/2003 - 07/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
05/07/2003 - 11/11/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
05/01/2001 - 11/04/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/28/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
MO
01/09/1998 - 10/02/1998
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
KY
08/18/1993 - 01/01/1998
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 03/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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