Unclaimed
David Carlos Gunst has been in the financial industry since 2006. David is currently registered as a Registered Representative with Raymond James Financial Services Advisors, Inc. in Coral Gables, FL. David has worked at Raymond James Financial Services Advisors, Inc. since April 2024. David also works as a Senior Vice President Financial Advisor for Private Wealth Management of Coral Gables, and is a manager for Gunst Financial, LLC. David has held previous roles at Morgan Stanley and HSBC Securities (USA) Inc. David is registered to provide investment advice in 14 states and holds the following licenses: Series 66, Series 7, and SIE.
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
04/04/2024 - Present
Raymond James Financial Services Advisors, Inc. (Coral Gables FL)
FL
10/23/2015 - 04/09/2024
MORGAN STANLEY (CORAL SPRINGS FL)
FL
05/15/2007 - 11/12/2015
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
05/24/2005 - 02/09/2006
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
BOTH
Issued 01/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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