Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matthew Folds is a registered representative with Raymond James Financial Services Advisors, Inc. David is a financial advisor with over 18 years of experience in the financial services industry. David is also a licensed insurance agent and has a variety of designations. David specializes in providing financial advice to individuals, families, businesses, and institutions. David is committed to providing his clients with personalized financial advice that meets their unique needs. David offers a wide range of financial services, including retirement planning, college savings, investment management, and estate planning. David is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
12/07/2020 - Present
Raymond James Financial Services Advisors, Inc. (Columbus GA)
GA
02/14/2006 - 12/10/2020
WELLS FARGO CLEARING SERVICES, LLC (COLUMBUS GA)
BOTH
Issued 08/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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