Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lenik is a financial advisor with Alps Distributors, Inc. in Larkspur, CA. David is licensed to provide financial advice in California. David has been in the financial industry since 1999. Prior to joining Alps Distributors, Inc. David was affiliated with Charles Schwab & Co., Inc., Blackrock Execution Services, and Wells Fargo Securities 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.
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.
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CA
08/19/2016 - Present
Alps Distributors, Inc. (Larkspur CA)
CA
09/06/2013 - 07/05/2016
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
CA
04/05/2000 - 03/19/2013
BLACKROCK EXECUTION SERVICES (SAN FRANCISCO CA)
TX
04/07/1999 - 01/26/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
06/19/1996 - 04/30/1997
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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