Unclaimed
David Alexander Murillo is a registered representative with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. David has been in the industry since August 2020 and holds the Series 7TO and SIE licenses. The firm has been in business for over 50 years and has offices in over 2,400 locations across the US. They offer a wide range of financial services, including investment management, financial planning, and retirement planning. David focuses on providing personalized financial advice to clients, helping them reach their financial goals.
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
08/14/2020 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2019
SIE - Securities Industry Essentials 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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