Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Israel Oceguera is a financial advisor who has been in the industry since 2015. David is a Chartered Financial Analyst and is registered in Nevada as an Investment Advisor Representative. David is currently employed by Keystate Advisory, LLC where David specializes in portfolio management for businesses. David previously worked at Wells Fargo, Trust Company of the West and JP Morgan Chase. David also owns and operates a wholesale electronics business. Keystate Advisory, LLC, is a fee-based investment advisor. They offer portfolio management services to a wide range of clients, including banking or thrift institutions, insurance companies, and other investment advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NV
03/24/2023 - Present
Keystate Advisory, LLC (LAS VEGAS NV)
Active
Inactive
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