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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fletcher is a financial advisor currently registered with Raymond James & Associates, Inc. in Charlotte, NC. David has over 29 years of experience in the financial services industry and has held prior registrations with MORGAN KEEGAN & COMPANY, INC., LEGG MASON WOOD WALKER, INCORPORATED, and OLDE DISCOUNT CORPORATION. David is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses.
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.
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2
NC
04/23/2013 - Present
Raymond James & Associates, Inc. (CHARLOTTE NC)
NC
01/12/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHARLOTTE NC)
MD
03/17/1995 - 01/09/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MI
07/29/1994 - 03/28/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1994
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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