Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Roos is a registered investment advisor representative in Hawaii, working with Park Avenue Securities LLC since April 2008. David has been in the securities industry since March 2008, holding licenses in both the state of Hawaii and Maryland. David has a background in insurance services and also offers financial planning, educational seminars and selection of other 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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HI
04/14/2008 - Present
Park Avenue Securities LLC (HONOLULU HI)
HI
03/05/2008 - 03/26/2008
SIGNATOR INVESTORS, INC. (HONOLULU HI)
BOTH
Issued 01/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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