Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Duval is a financial advisor with Burch & Company, Inc. He has been in the financial services industry since November 2, 2009. David is registered with FINRA and holds Series 7, 63, 66, SIE, and 79TO licenses. He is currently registered in California and New Mexico. David has prior experience with Christopher Weil & Company, Inc. and Trenwith Securities, Incorporated.
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.
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.
1
2
MO
03/16/2010 - Present
Burch & Company, Inc. (KANSAS CITY MO)
CA
11/17/2009 - 12/22/2009
CHRISTOPHER WEIL & COMPANY, INC. (SAN DIEGO CA)
CA
04/24/1997 - 07/29/1997
TRENWITH SECURITIES, INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 12/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Duval is the right advisor for you? Invested Better is here to help.
