Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dave? Claim Your ProfileDave Lee David is a financial professional with over 20 years of experience in the industry. Dave has a Series 6, Series 26, and Series 63 license and holds registrations in California and Oregon. Dave currently works with Farmers Financial Solutions, LLC. Dave is committed to providing his clients with the personalized service they deserve.
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.
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.
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2
CA
09/08/2000 - Present
Farmers Financial Solutions, LLC (SAN JOSE CA)
IL
12/21/1999 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 01/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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