Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Eaton is a financial advisor with Raymond James Financial Services Advisors, Inc. David has been in the financial services industry for over 30 years. David has experience in providing a wide range of financial services to individuals, families, and businesses. These services include financial planning, investment management, retirement planning, and insurance. David is committed to providing personalized financial advice and working with clients to achieve 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
WI
06/01/2009 - Present
Raymond James Financial Services Advisors, Inc. (DARLINGTON WI)
WI
07/15/1992 - 11/07/2007
LINSCO/PRIVATE LEDGER CORP. (DARLINGTON WI)
IA
Issued 06/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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