Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Coss is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Cornelius, North Carolina. David has been in the industry since 1996 and has a wide range of experience, having worked for firms like Wachovia Securities, Inc., First Union Capital Markets Corp., and MONY Securities Corp. His expertise is reflected in his licenses and certifications.
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
NC
11/04/2019 - Present
Raymond James Financial Services Advisors, Inc. (Cornelius NC)
MO
10/01/1999 - 11/25/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
02/01/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
01/08/1998 - 02/04/1999
MONY SECURITIES CORP. (NEW YORK NY)
CT
09/17/1996 - 08/05/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 10/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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