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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Franklin Stewart is a financial advisor registered with Raymond James & Associates, Inc. in GRAND BLANC, MI. David has been working in the financial industry since 1994. David is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative, as well as a licensed investment advisor. David works at the GRAND BLANC, MI branch of Raymond James & Associates, Inc., which is located at 8245 HOLLY ROAD, SUITE 201. David specializes in providing financial advice to individuals, businesses, and corporations. David also provides portfolio management, financial planning, and pension consulting services.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
07/05/2024 - Present
Raymond James & Associates, Inc. (GRAND BLANC MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
12/09/1996 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
MI
11/09/1995 - 08/12/1996
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
MI
04/28/1994 - 11/10/1995
RONEY & CO. (DETROIT MI)
IA
Issued 06/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1994
Series 7 - General Securities 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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