Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwin Strickland has been in the financial services industry since 2000. David is currently registered with Raymond James Financial Services Advisors, Inc., and has been with them since 2018. David is also registered in 53 states as a Broker Dealer. In addition to being registered with Raymond James Financial Services Advisors, Inc., David has previously been affiliated with Invest Financial Corporation, E*TRADE Securities LLC, Brownco, LLC, and T. Rowe Price Investment Services, Inc.. David is a Series 4, 6, 7, 24, 52TO, and 66 licensed professional.
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
05/24/2018 - Present
Raymond James Financial Services Advisors, Inc. (Saint Petersburg FL)
WI
05/01/2008 - 04/24/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
02/10/2006 - 11/29/2007
E*TRADE SECURITIES LLC (TAMPA FL)
MA
02/14/2001 - 05/08/2006
BROWNCO, LLC (BOSTON MA)
MD
01/19/2000 - 02/13/2001
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 12/2/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/5/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 1/18/2000
Series 6 - Investment Company Products/Variable Contracts 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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