Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jensen is a financial advisor with Raymond James & Associates, Inc. David has been in the financial services industry since 1993 and has worked with various firms including Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., The Robinson-Humphrey Company, LLC, Smith Barney Inc., and Lehman Brothers Inc. David's registrations cover a wide range of states and he has a broad range of certifications and licenses including Series 3, 7, 9, 10, 63 and 65. David specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.
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
SC
04/10/2024 - Present
Raymond James & Associates, Inc. (MT. PLEASANT SC)
NC
06/11/2010 - 03/19/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
SC
06/01/2009 - 06/23/2010
MORGAN STANLEY SMITH BARNEY (CHARLESTON SC)
SC
05/06/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
GA
11/01/1994 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NY
07/31/1993 - 11/08/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/18/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 3 - National Commodity Futures Examination
BC
Issued 01/14/1993
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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