Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gerald Bilodeau is a financial advisor with Raymond James Financial Services Advisors, Inc., a company that has been providing investment and financial services for more than 60 years. David has been in the financial industry since 1992. David is registered to provide investment advice in Maine and Florida. David has expertise in portfolio management for individuals and businesses. David is also a registered principal and can provide supervision for other registered representatives.
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
ME
10/09/2009 - Present
Raymond James Financial Services Advisors, Inc. (PORTLAND ME)
ME
09/17/1999 - 10/14/2009
UBS FINANCIAL SERVICES INC. (PORTLAND ME)
NY
09/18/1995 - 09/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
05/19/1992 - 09/19/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/23/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Bilodeau is the right advisor for you? Invested Better is here to help.
