Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Matheny is a financial advisor with Raymond James & Associates, Inc. David has over 35 years of experience in the financial services industry. David holds Series 7, Series 63, and Series 53 licenses. David has been registered with Raymond James & Associates, Inc. since 2007. Previously, David was a financial advisor with B. C. Ziegler and Company and William R. Hough & Co. David is a licensed financial advisor in Florida.
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
FL
02/08/2007 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
06/27/2001 - 02/16/2005
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
FL
01/30/1994 - 06/29/2001
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
FL
08/15/1985 - 01/28/1994
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
12/06/1984 - 02/22/1985
THE STUART-JAMES COMPANY, INC.
BC
Issued 12/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
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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