Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Condensa is a financial advisor who has been in the industry since 2012. David is currently registered with Legacy Wealth Management, LLC, and is based in San Jose, CA. David's previous experience includes positions at Peak 360 Wealth Management, Legitifi LLC, and Lion Street Financial, LLC. David holds the Series 66, Series 7TO and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
1
2
CA
10/18/2023 - Present
Legacy Wealth Management, LLC (San Jose CA)
CA
11/19/2019 - 10/16/2023
LION STREET FINANCIAL, LLC (San Ramon CA)
BOTH
Issued 12/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure David Condensa is the right advisor for you? Invested Better is here to help.
