Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bedford is a financial advisor with over 38 years of experience in the industry. David is a registered representative of Raymond James Financial Services Advisors, Inc. and an Investment Advisor Representative of Raymond James Financial Services, Inc.. David has a wide range of experience in the financial services industry, including working with Citigroup Global Markets Inc., Lehman Brothers Inc., and Dean Witter Reynolds Inc. David is registered to offer securities and advisory services in 13 states, including Alabama, California, Colorado, Florida, Georgia, Mississippi, Nevada, North Carolina, Oklahoma, Tennessee, and Texas. David provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. David is dedicated to providing his clients with the highest quality of service and financial guidance.
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
AL
11/08/2011 - Present
Raymond James Financial Services Advisors, Inc. (ORANGE BEACH AL)
FL
07/31/1993 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (PENSACOLA FL)
NY
01/22/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/18/1984 - 01/28/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 04/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1988
Series 3 - National Commodity Futures Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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