Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Criner is a financial advisor with Raymond James & Associates, Inc., a firm that manages over $433 Billion in assets. David has been in the financial services industry since 1983, and has been registered with the state of Ohio since 2009. He is also registered with the state of Texas. David provides financial planning services, and portfolio management services for individuals and businesses. He also conducts educational seminars for clients.
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
OH
02/03/2014 - Present
Raymond James & Associates, Inc. (Centerville OH)
OH
07/31/1993 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (DAYTON OH)
NY
03/31/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/19/1983 - 04/12/1988
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 08/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1983
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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