Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schweitzer is a financial advisor in Traverse City, MI. David has been a registered representative since 1986. David is associated with Raymond James Financial Services Advisors, Inc. David has 35 years of experience in the financial industry. David has also worked for Robert Thomas Securities, Inc, Smith Barney Inc, Independence One Brokerage Services, Inc., First of America Brokerage Service, Inc., and First of Michigan Corporation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
07/03/2018 - Present
Raymond James Financial Services Advisors, Inc. (TRAVERSE CITY MI)
FL
05/31/1996 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
03/08/1995 - 06/17/1996
SMITH BARNEY INC. (NEW YORK NY)
MI
08/24/1993 - 11/18/1994
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
OH
01/08/1990 - 07/26/1993
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
MI
09/26/1986 - 01/11/1990
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 03/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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