Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coe is a registered investment advisor representative at W&S Brokerage Services, Inc. David has been in the industry since October 16, 2018. David is registered with the state of Florida and holds the Series 7, 66, and SIE licenses. David provides financial planning and portfolio management services to individuals. The firm also offers investment advice and portfolio management services to high net worth individuals. The firm is located in Tampa, Florida.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
03/14/2024 - Present
W&S Brokerage Services, Inc. (TAMPA FL)
FL
05/12/2017 - 05/16/2019
LINCOLN INVESTMENT (TAMPA FL)
FL
03/28/2013 - 06/14/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 03/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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