Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Abed-rabboh is a financial advisor who has been working in the industry since 2007. David is currently registered with Schwab Wealth Advisory, Inc. Previously, David has worked with TD Ameritrade, Inc. and ScotTrade, Inc. David is a Certified Financial Planner and holds Series 3, 7, 34 and 66 licenses, as well as the SIE. David's areas of specialization include portfolio management for individuals and businesses, as well as financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
09/26/2023 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
03/28/2022 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
TX
02/21/2017 - 02/13/2018
TD AMERITRADE, INC. (Southlake TX)
TX
05/18/2015 - 02/16/2017
SCOTTRADE, INC. (ARLINGTON TX)
TX
06/29/2007 - 05/18/2015
TD AMERITRADE, INC. (FORT WORTH TX)
IL
06/15/2009 - 05/27/2010
THINKORSWIM, INC. (CHICAGO IL)
BC
Issued 05/23/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 04/01/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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