Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David is a financial advisor at Raymond James & Associates, Inc. with over 25 years of experience in the industry. He is registered in 28 states and specializes in working with high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Michael has a strong track record of providing clients with comprehensive financial planning, portfolio management, and investment advisory services. He is also a member of the Board of Directors of the New York - Israel Chamber of Commerce, 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.
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
NY
06/14/2021 - Present
Raymond James & Associates, Inc. (New York NY)
NY
09/26/2005 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/26/1997 - 09/29/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 06/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
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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