Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Taylor Clark is a financial professional with over 24 years of experience in the industry. David is currently registered with Raymond James & Associates, Inc. as a Registered Representative. David has been with Raymond James & Associates, Inc. since 2009 and has held previous roles at LANE, BERRY & CO. INTERNATIONAL, LLC, UBS WARBURG LLC, and SBC WARBURG DILLON READ INC.. David has a wide range of experience and holds licenses including Series 63, Series 79TO, SIE, and Series 7. David is registered in Florida and Massachusetts.
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
05/26/2009 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/03/2002 - 12/31/2010
LANE, BERRY & CO. INTERNATIONAL, LLC (ST. PETERSBURG FL)
NY
06/29/1998 - 07/29/2002
UBS WARBURG LLC (NEW YORK NY)
CT
01/14/1998 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
BC
Issued 09/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/1998
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
Not sure David Clark is the right advisor for you? Invested Better is here to help.
