Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Indest is a financial advisor at Raymond James & Associates, Inc., located in Slidell, Louisiana. David has been in the industry since October 2022 and has been registered with the state of Louisiana since August 2023. He holds the Series 66 and Series 7TO licenses. David's experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Eustis Engineering L.L.C. David is passionate about helping individuals and families achieve their financial goals. He offers a range of financial services including financial planning, investment management, and retirement planning.
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
LA
11/13/2023 - Present
Raymond James & Associates, Inc. (Slidell LA)
LA
10/17/2022 - 08/21/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SLIDELL LA)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2022
SIE - Securities Industry Essentials 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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