Unclaimed
David William Sisemore is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 37 years of experience in the financial services industry. David specializes in providing financial planning, portfolio management and pension consulting services for a wide range of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. David has a strong track record of success in helping clients achieve their financial goals. Previously, David has held positions with various financial institutions including Nations Securities, NationsBanc Securities, Inc., SunTrust Securities, Inc., and Integrated Resources Equity Corporation. David is registered to provide investment advice and securities brokerage services in 15 states and is a Registered Representative of Raymond James Financial Services Advisors, Inc.
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
FL
03/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
MA
01/01/1998 - 08/30/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
03/06/1998 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
06/07/1993 - 01/01/1998
NATIONSSECURITIES
MA
01/17/1989 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
03/05/1987 - 01/30/1989
SUNTRUST SECURITIES, INC.
NA
08/04/1986 - 02/25/1987
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/27/1986 - 01/14/1987
CERTIFIED CAPITAL CORPORATION
NA
10/23/1985 - 07/16/1986
CERTIFIED CAPITAL CORPORATION
IA
Issued 12/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/16/1991
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/1990
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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