Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glazer is a financial advisor registered with Truist Advisory Services, Inc. based in Clearwater, Florida. David is registered with 52 states and has been in the industry since 2009. Previously, David worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and PRUCO SECURITIES, LLC.. David has a wide range of experience in the financial services industry. David holds Series 4, 6, 7, 24, 52TO, 53, and 66 licenses. David specializes in investment advisory services, financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
04/18/2017 - Present
Truist Advisory Services, Inc. (CLEARWATER FL)
FL
10/12/2009 - 04/07/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
04/21/2009 - 08/31/2009
PRUCO SECURITIES, LLC. (TAMPA FL)
BOTH
Issued 04/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/05/2017
Series 4 - Registered Options Principal Examination
BC
Issued 02/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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