Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Skilton is a registered representative with Raymond James & Associates, Inc. David Skilton has 3 years of experience in the securities industry. David Skilton has passed the Series 63, Series 65, Series 7TO and SIE exams. David Skilton has been with Raymond James & Associates, Inc. since August 2021. Before joining Raymond James & Associates, Inc., David Skilton worked at BBVA Securities Inc. and JP Morgan Securities LLC.
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
TX
08/17/2021 - Present
Raymond James & Associates, Inc. (THE WOODLANDS TX)
TX
11/18/2020 - 06/02/2021
BBVA SECURITIES INC. (CONROE TX)
TX
09/26/2019 - 10/23/2020
J.P. MORGAN SECURITIES LLC (WILLIS TX)
BC
Issued 10/08/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials 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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