Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Aldridge is a financial advisor with Raymond James & Associates, Inc. David is a registered representative with the firm and holds FINRA Series 7, 7TO, 63, and 66 licenses. David has been in the securities industry since 1994 and is experienced in providing a variety of financial services including portfolio management for individuals, businesses, and pension consulting. David has been a trustee of the Beech IRA since 2020. David has been registered with the State of Virginia since 2019.
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
VA
11/04/2019 - Present
Raymond James & Associates, Inc. (RICHMOND VA)
NA
07/26/1994 - 01/23/1995
TULLETT & TOKYO SECURITIES, INC.
NA
05/21/1987 - 04/05/1988
SHERWOOD CAPITAL, INC.
BOTH
Issued 11/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/12/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
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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