Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A. Tawil is an Investment Advisor Representative at Private Wealth Asset Management. David has over 20 years of experience in the financial services industry. He is a Series 7, Series 65, and SIE licensed professional. David has a broad range of experience, and is committed to providing personalized investment advice and financial planning services to his clients. David also offers 401k advisory services and specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
401k advisory services
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.
A percentage of the total value of assets under management is charged.
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NE
07/11/2022 - Present
Private Wealth Asset Management (OMAHA NE)
CA
07/03/2001 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 07/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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