Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Patrick Carney is a financial advisor with Raymond James Financial Services Advisors, Inc. in SAINT PETERSBURG, FL. David has been in the industry since September 15, 1997, and has been registered with Raymond James since March 26, 2009. Prior to that, David worked at T. ROWE PRICE INVESTMENT SERVICES, INC. in TAMPA, FL from August 21, 1997 to May 9, 2007. David holds Series 6, 7, 9, 10, 24, 63, and 66 licenses. David provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. David also provides hourly & fixed rate consultations.
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
03/26/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
08/21/1997 - 05/09/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 10/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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