Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Krisel has been in the financial services industry since 1998. He is a registered representative with Raymond James & Associates, Inc., and his office is located at 880 Carillon Parkway, St. Petersburg, FL 33716. David has been with Raymond James & Associates, Inc. since January 5, 2007. Previously, David was a registered representative with Franklin/Templeton Distributors, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. He has a Series 7 and SIE license and is registered to sell securities in Florida. David specializes in providing financial planning, investment advice, and portfolio management services to individuals, businesses, corporations, and other clients.
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.
Please see note in schedule d - miscellaneous
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
FL
01/05/2007 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CA
09/21/1999 - 11/01/2001
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MN
04/29/1998 - 08/20/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/29/1998 - 08/20/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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