Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Espineira is an Investment Advisor Representative with Burton Enright Welch. David is a Certified Financial Planner with over 10 years of experience in the financial services industry. David has been registered with Burton Enright Welch since 2015 and has previously worked with Wells Fargo Advisors and TD Ameritrade. David specializes in financial planning, pension consulting, and portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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.
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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CA
09/11/2020 - Present
Burton Enright Welch (WALNUT CREEK CA)
CA
01/02/2015 - 11/25/2015
WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)
CA
12/10/2010 - 01/15/2015
TD AMERITRADE, INC. (WALNUT CREEK CA)
BOTH
Issued 01/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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