Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Darwish is a financial advisor with Hbks Wealth Advisors in Naples, FL. David has been in the financial services industry since 1998 and has extensive experience in providing comprehensive financial planning, investment management, and insurance services. David is also a Certified Financial Planner (CFP®) and is dedicated to providing personalized financial guidance to help individuals and families achieve their financial goals.
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.
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.
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2
FL
05/02/2008 - Present
Hbks Wealth Advisors (NAPLES FL)
FL
09/23/2005 - 01/06/2009
SECURITIES AMERICA, INC. (NAPLES FL)
OH
02/08/2005 - 10/05/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
NY
10/06/2000 - 02/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
11/15/1999 - 10/24/2000
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
03/02/2000 - 10/12/2000
VISION INVESTMENT SERVICES, INC. (ROSEMONT IL)
AL
02/17/1998 - 11/11/1999
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 04/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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