Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Holzman is an investment advisor representative with over 30 years of experience in the financial services industry. David has held a variety of roles at several firms including Robert Thomas Securities, Inc., PaineWebber Incorporated, and Shearson Lehman Hutton Inc. David is currently registered with Raymond James Financial Services Advisors, Inc. and holds a Series 7, Series 5, and Series 63 license. David has experience with a wide range of investment products and services including securities, mutual funds, and options. David also provides financial planning and portfolio management services.
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
CO
01/01/2025 - Present
Raymond James Financial Services Advisors, Inc. (Greenwood Village CO)
FL
08/31/1993 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
05/14/1990 - 09/13/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/22/1987 - 05/29/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/23/1984 - 05/19/1987
DREXEL BURNHAM LAMBERT INCORPORATED
BC
Issued 02/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/21/1984
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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