Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Daniel Arvizu is a financial advisor currently registered with Schwab Wealth Advisory, Inc. David has been in the financial industry since 2003. David has been a registered representative of Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. since 2014. David is registered with the state of Arizona and Texas.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
CA
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
AZ
03/15/2007 - 06/16/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/05/2003 - 03/15/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
PA
01/20/2003 - 03/26/2003
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 01/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/17/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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