Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jabczenski is a financial advisor with over 30 years of experience in the industry. David is currently registered with CUSO Financial Services, LP and has previously worked with several other firms including Wescom Financial Services, J.P. Morgan Securities LLC, and BancWest Investment Services, Inc. David holds several licenses including Series 7, 6, 63, 65, 24, 4, and 53 and has a wide range of experience in the industry, including providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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
01/13/2023 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
CA
01/07/2016 - 02/06/2023
WESCOM FINANCIAL SERVICES (Anaheim CA)
CA
12/11/2012 - 02/11/2015
J.P. MORGAN SECURITIES LLC (FOUNTAIN VALLEY CA)
CA
08/02/2010 - 12/07/2012
BANCWEST INVESTMENT SERVICES, INC. (CAMPBELL CA)
CA
04/06/2010 - 07/30/2010
U.S. BANCORP INVESTMENTS, INC. (IRVINE CA)
CA
05/02/2009 - 03/24/2010
CHASE INVESTMENT SERVICES CORP. (TUSTIN CA)
CA
09/25/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (LAGUNA HILLS CA)
NA
08/13/1993 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
VA
07/27/1992 - 08/20/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
IA
Issued 11/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2013
Series 4 - Registered Options Principal Examination
BC
Issued 11/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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