Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kanongataa is an Investment Advisor Representative, registered with Cuso Financial Services, LP. David has been in the industry since August 25, 2007. David is registered in 17 states and also holds licenses for both Series 66 and Series 7. David is an active advisor representative working out of the Thousand Oaks, CA office. In the past, David has also been registered with Kestra Investment Services, LLC, CUSO FINANCIAL SERVICES, L.P., WELLS FARGO ADVISORS, LLC, and WELLS FARGO INVESTMENTS, LLC.
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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2
CA
08/12/2024 - Present
Cuso Financial Services, LP (THOUSAND OAKS CA)
CA
08/05/2024 - 08/14/2024
KESTRA INVESTMENT SERVICES, LLC (Camarillo CA)
CA
03/11/2011 - 08/06/2024
CUSO FINANCIAL SERVICES, L.P. (VENTURA CA)
CA
01/03/2011 - 03/07/2011
WELLS FARGO ADVISORS, LLC (CAMARILLO CA)
CA
08/23/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (CAMARILLO CA)
BOTH
Issued 09/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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