Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph Sattler is an investment advisor representative at Raymond James Financial Services Advisors, Inc., with over 23 years of experience in the financial services industry. David Joseph Sattler's office is located in Toledo, Ohio. David Joseph Sattler holds FINRA Series 7, 63 and 65 licenses as well as the SIE exam. David Joseph Sattler is also registered with the state of Texas as an investment advisor representative.
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
OH
06/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (TOLEDO OH)
OH
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (TOLEDO OH)
OH
05/26/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
IA
Issued 01/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Sattler is the right advisor for you? Invested Better is here to help.
