Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Keith Ray is a financial advisor at Eubel Brady & Suttman. David has been in the industry since 2003. David is registered with the state of Ohio and holds the Series 65 license. David specializes in providing financial planning, pension consulting, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. David is also the President of Berry Investments, a family office located in Dayton, Ohio.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Other fees may apply as disclosed in certain offering documents.
1
2
OH
01/05/2007 - Present
Eubel Brady & Suttman (MIAMISBURG OH)
IA
Issued 01/04/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Ray is the right advisor for you? Invested Better is here to help.
