Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Marsh is a financial advisor at Raymond James & Associates, Inc. David has been in the financial services industry since March 3, 2016. David is a registered representative in Florida. David has worked for several financial institutions, including Calton & Associates, Inc., AXA Advisors, LLC, PRUCO Securities, LLC., and ING Financial Partners, Inc. David holds Series 6, SIE and Series 63 licenses. David has a long history of experience and is dedicated to helping clients achieve 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
09/06/2017 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
08/23/2017 - 08/31/2017
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
08/03/2015 - 09/21/2015
AXA ADVISORS, LLC (TAMPA FL)
FL
01/23/2015 - 07/29/2015
PRUCO SECURITIES, LLC. (TAMPA FL)
FL
10/19/2013 - 08/18/2014
ING FINANCIAL PARTNERS, INC. (LUTZ FL)
BC
Issued 05/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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