Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Walter Haywood is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and previously held positions at Columbia Management Distributors, Inc., Funds Distributor, Inc. and Pioneer Funds Distributor, Inc. David holds Series 6, 7, 26, 63 and SIE licenses and is a licensed investment advisor representative. David specializes in providing financial advice to high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
10/09/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
MA
04/26/2007 - 10/09/2009
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
ME
11/26/1996 - 04/02/2004
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
MA
08/01/1989 - 05/30/1996
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BC
Issued 07/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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