Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ashley Marshall is a financial advisor at Raymond James Financial Services Advisors, Inc. David is a seasoned professional with over 26 years of experience in the financial industry. David has experience providing financial advisory services to a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 65 licenses. David is also a Registered Representative for Raymond James Financial Services, Inc., a Registered Investment Advisor.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
09/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Coral Gables FL)
FL
01/01/2008 - 09/16/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
01/28/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CORAL GABLES FL)
MO
07/01/2003 - 02/02/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/25/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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