Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Letourneau is an investment advisor representative with Raymond James & Associates, Inc. David has been in the industry since April 2, 1987. David's firm has been in business since 1962, and manages over $433 billion in assets. David is registered in 23 states, and holds Series 7, 24, 31 and 63 licenses, as well as the Series 65 and SIE exams. David offers financial planning, portfolio management and other services for individuals, businesses and institutions.
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
06/09/2021 - Present
Raymond James & Associates, Inc. (PALM BEACH GARDENS FL)
MN
08/08/1990 - 05/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DULUTH MN)
NA
04/03/1987 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 09/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
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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