Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eugene Agee has been in the financial services industry since 1982. David is a registered representative with Raymond James Financial Services, Inc. and is currently registered with the following states: Arizona, Arkansas, California, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Minnesota, Missouri, Texas, and Washington. David has passed several industry exams including the Series 63, Series 24, SIE, and Series 7. David was previously employed with Robert Thomas Securities, Inc., Advest, Inc., and Newhard, Cook & Co. Incorporated.
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.
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.
1
2
IL
01/04/1999 - Present
Raymond James Financial Services, Inc. (Centralia IL)
FL
12/05/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CT
09/30/1989 - 12/12/1996
ADVEST, INC. (HARTFORD CT)
MO
04/22/1982 - 09/30/1989
NEWHARD, COOK & CO. INCORPORATED (ST. LOUIS MO)
BC
Issued 05/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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