Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Albert Palomo is a financial professional with over 8 years of experience in the financial services industry. David is currently registered with USAa Investment Services Co. Prior to joining USAa Investment Services Co., David was employed by USAA FINANCIAL ADVISORS, INC. David is licensed to provide financial advice and products in Texas. David holds the Series 63, Series 7, Series 24, and SIE licenses. David's firm has a strong focus on providing financial advice and products to individuals.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
02/24/2016 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
09/02/2014 - 03/02/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
BC
Issued 09/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Palomo is the right advisor for you? Invested Better is here to help.
