Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Anderson is an active investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Greensboro, North Carolina. David Anderson has been in the industry since 2001 and has a wealth of experience in providing financial services. David Charles Anderson also holds a Series 66 and multiple other licenses, including Series 3, 4, 7, 9, 10, and SIE. Prior to joining Raymond James, David Anderson held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. David Anderson's areas of expertise include financial planning, pension consulting, and portfolio management for individuals 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.
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
NC
04/05/2017 - Present
Raymond James Financial Services Advisors, Inc. (GREENSBORO NC)
NC
07/18/2001 - 03/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
BOTH
Issued 08/02/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/17/2017
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2002
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Anderson is the right advisor for you? Invested Better is here to help.
