Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mason Mevoli is an investment advisor representative with Raymond James Financial Services Advisors, Inc., registered with the state of Florida. David Mevoli has been in the industry since 2011. David Mevoli has passed the Series 3, Series 7, and Series 65 exams. In addition to his current position, David Mevoli also owns Cross Stone Management LLC. David Mevoli is also a registered representative of Raymond James Financial Services, Inc., and Goodrich Wealth Management.
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
FL
07/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (St. Petersburg FL)
IA
Issued 03/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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