Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Deraney is an active Registered Representative (RA) and Investment Advisor Representative (IAR) registered in Georgia. David has been in the financial industry since 1987 and has been associated with Raymond James Financial Services Advisors, Inc. since January 2009. Prior to that, David worked at Morgan Stanley DW Inc. and Raymond James & Associates, Inc. David Deraney is also the owner of Deraney Financial, a support company for his Raymond James branch. David provides financial planning, portfolio management for individuals and businesses, pension consulting, and hourly and fixed rate consultations. David is registered in multiple states for both securities and investment advisory services. He holds Series 63, 7, 9, and 10 licenses. David Deraney has been actively involved in providing financial advice for over 35 years.
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
GA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (JACKSON GA)
NY
08/18/2000 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
11/05/1990 - 09/14/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
04/22/1987 - 11/19/1990
ATLANTA SECURITIES & INVESTMENTS, INC.
BC
Issued 04/27/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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