Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Donabedian is a financial advisor with over 27 years of experience in the financial services industry. David is currently registered with Raymond James & Associates, Inc. and has been with the firm since September 2016. Prior to joining Raymond James, David worked at Deutsche Bank Securities Inc. and Morgan Stanley DW Inc. David holds FINRA Series 7, 31, and 63 licenses as well as the SIE exam and the Uniform Investment Adviser Law Examination. David is registered in 15 states.
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
MA
09/06/2016 - Present
Raymond James & Associates, Inc. (Boston MA)
MA
03/06/2007 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
06/19/1996 - 03/05/2007
MORGAN STANLEY DW INC. (DANVERS MA)
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1996
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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