Unclaimed
David Blake Pressly is a financial advisor with Register Financial Advisors, LLC. David is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. David has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. David holds the Series 7, Series 31, and Series 66 licenses. David's primary focus is providing financial planning and investment management services to high-net-worth individuals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
11/16/2011 - Present
Register Financial Advisors, LLC (Atlanta GA)
GA
06/01/2009 - 11/15/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
12/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
05/19/2006 - 12/15/2008
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
03/24/2000 - 05/23/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 04/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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