Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Elwood is a financial advisor with over 28 years of experience in the industry. David is registered with Steward Partners Investment Advisory, LLC and has been with the firm since May 2018. Prior to joining Steward Partners, David was a financial advisor at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC. David is a Certified Financial Planner™ and holds the Series 7, Series 31, Series 52, Series 63, and Series 65 licenses. David specializes in providing financial planning, portfolio management, and insurance products to individuals, families, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/07/2018 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NJ
05/04/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLORHAM PARK NJ)
NJ
04/23/2009 - 05/09/2018
WELLS FARGO CLEARING SERVICES, LLC (FLORHAM PARK NJ)
NJ
05/11/1998 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
03/30/1995 - 05/20/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NJ
02/09/1994 - 03/21/1995
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 6/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/22/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 5/9/1995
Series 7 - General Securities Representative Examination
BC
Issued 2/8/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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