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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 Blaine Ammerman is a financial advisor with Raymond James Financial Services Advisors, Inc. David Ammerman has been in the financial industry since June 21, 1993. David Ammerman is registered with the state of Florida and Texas. David Ammerman is a CERTIFIED FINANCIAL PLANNER™ professional. David Ammerman specializes in retirement planning, college planning, and estate planning. David Ammerman is also an active member of the community and is a passionate advocate for financial literacy. David Ammerman is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Raymond James, David Ammerman was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America Investment Services, Inc., and Barnett Investments, Inc.
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
09/01/2023 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
10/23/2009 - 09/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
FL
04/01/1998 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ST. AUGUSTINE FL)
FL
01/08/1997 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MI
06/22/1993 - 01/20/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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