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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kahn is an Investment Advisor Representative with Pathstone and is located in Los Angeles, CA. David has been in the industry since 2009, previously working with City National Securities. David holds Series 63 and 65 state exams, as well as Series 7 and SIE product exams. David is also a Certified Financial Planner. David has a history of working with individuals, high-net-worth individuals, corporations, and families.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/02/2016 - Present
Pathstone (LOS ANGELES CA)
CA
12/15/2010 - 01/29/2016
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
NA
04/14/1994 - 09/21/1994
OPPENHEIMER & CO., INC.
BC
Issued 12/22/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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