Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Molnar is a financial advisor with over 25 years of experience in the industry. David is currently registered with Hightower Advisors, LLC in California. David has a strong track record of success in providing investment advice to a wide range of clients, including individuals, families, businesses, and institutions. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. David holds a Series 7 and Series 63 license, and he is also a Certified Financial Planner (CFP). David is dedicated to providing his clients with the highest level of service and expertise. David's previous experience includes roles with UBS Financial Services Inc. and Citigroup Global Markets Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CA
01/23/2025 - Present
Hightower Advisors, LLC (San Diego CA)
CA
02/16/2007 - 07/09/2012
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
CA
12/19/1994 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
IA
Issued 05/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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