Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Steele is a financial advisor with One Wealth Advisors, LLC. David has been in the financial services industry for over 25 years and has a strong track record of success. He is a Registered Representative and Investment Advisor Representative in California and Texas. David has a deep understanding of financial planning and investment management and is committed to helping his clients 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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CA
09/04/2015 - Present
ONE Wealth Advisors, LLC (SAN FRANCISCO CA)
CA
11/25/1997 - 09/10/2015
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NY
03/24/1996 - 12/15/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
FL
09/30/1994 - 02/14/1996
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NY
03/03/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
09/23/1994 - 10/04/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NY
11/19/1992 - 03/15/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
07/18/1991 - 11/23/1992
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 10/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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