Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barry Deans is a financial advisor with Raymond James & Associates, Inc. David has been in the financial industry since February 18, 2003. Previously, David worked at FTB ADVISORS, INC., AMERICAFIRST SECURITIES, INC., and EATON VANCE DISTRIBUTORS, INC. David holds FINRA Series 6, 7, 63, and 65 licenses, and is licensed in Tennessee. David's specializations include individual, corporate, retirement, estate and insurance planning.
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
TN
08/24/2018 - Present
Raymond James & Associates, Inc. (Franklin TN)
TN
07/27/2016 - 08/10/2018
FTB ADVISORS, INC. (FRANKLIN TN)
CA
09/10/2015 - 05/12/2016
AMERICAFIRST SECURITIES, INC. (ROSEVILLE CA)
MA
03/26/2002 - 01/07/2015
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 09/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2002
Series 6 - Investment Company Products/Variable Contracts 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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