Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bruhowzki is a financial advisor with Raymond James & Associates, Inc. David has been in the industry since 2005 and has a wide range of experience in financial planning, portfolio management, and investment consulting. David is registered with FINRA and holds the Series 7, Series 63, and Series 66 licenses. David is also registered in multiple states as a broker and an investment advisor. David's previous experience includes roles at Deutsche Bank Securities Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Lehman Brothers Inc. David is committed to providing clients with personalized financial advice and guidance to help them 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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
08/19/2021 - Present
Raymond James & Associates, Inc. (NEW YORK NY)
NY
01/28/2010 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/01/2009 - 01/15/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
05/16/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
10/04/2005 - 05/28/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 03/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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