Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Carbajal is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 5000 employees. David has been working in the financial industry since 2015 and holds several licenses, including the Series 7, Series 63, and Series 66. David is also a Certified Financial Planner (CFP). David offers a range of financial planning services, including portfolio management, retirement planning, and investment advice. David is committed to providing his clients with personalized service and helping them reach their financial goals.
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
TX
02/02/2023 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
12/22/2015 - 03/01/2019
HORNOR, TOWNSEND & KENT, LLC (HOUSTON TX)
BC
Issued 02/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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