Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Baer is a financial advisor with over 20 years of experience in the financial services industry. He is registered with First Horizon Advisors, Inc. and offers a range of financial services, including financial planning, portfolio management, and retirement planning. David has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals.
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.
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.
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FL
09/07/2022 - Present
First Horizon Advisors, Inc. (Orlando FL)
FL
04/06/2020 - 09/02/2022
WOODBURY FINANCIAL SERVICES, INC. (WINTER GARDEN FL)
FL
07/14/2016 - 04/07/2020
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
FL
02/11/2013 - 08/05/2015
J.P. MORGAN SECURITIES LLC (ORLANDO FL)
FL
02/07/2008 - 02/20/2013
WELLS FARGO ADVISORS, LLC (ORLANDO FL)
FL
05/10/2006 - 12/20/2007
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
OH
03/25/2005 - 03/25/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MA
09/22/2004 - 03/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
GA
01/14/2003 - 03/04/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MA
04/10/2001 - 03/26/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 12/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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