Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hanson is a financial advisor with over 20 years of experience in the financial services industry. David has worked with Raymond James & Associates, Inc. since March 2016. Prior to that, David worked with Morgan Stanley for over 8 years. David specializes in financial planning, portfolio management, and retirement planning. David is registered in 31 states and has several professional designations.
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
09/01/2016 - Present
Raymond James & Associates, Inc. (GAINESVILLE FL)
FL
06/01/2009 - 04/11/2016
MORGAN STANLEY (GAINESVILLE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GAINESVILLE FL)
FL
03/18/2005 - 04/02/2007
MORGAN STANLEY DW INC. (GAINESVILLE FL)
NJ
10/13/2000 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 10/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/2000
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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