Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Curley is a registered representative with Raymond James & Associates, Inc. David has been in the industry since 1999, and has been with Raymond James since 2013. David holds the Series 7, Series 63, and Series 65 licenses. David has experience working with insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth individuals. David is licensed in Arizona, California, Colorado, Florida, Georgia, Maryland, Minnesota, Mississippi, New Jersey, New Mexico, North Carolina, Ohio, Oregon, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Wisconsin. David has previously worked at MORGAN KEEGAN & COMPANY, INC., CITIGROUP GLOBAL MARKETS INC., and THE ROBINSON-HUMPHREY COMPANY, 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
GA
02/13/2013 - Present
Raymond James & Associates, Inc. (AUGUSTA GA)
GA
08/29/2003 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (AUGUSTA GA)
NY
01/02/2002 - 09/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
GA
06/28/1999 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1999
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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