Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Flor is a financial professional with over 20 years of experience in the industry. David is currently registered with Charles Schwab & CO., Inc. David is licensed in 51 states, and holds Series 7, 9, 10 and 63 securities licenses as well as the SIE. David is a specialist in both investment strategies and financial planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
05/18/2007 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
TX
10/12/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 05/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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