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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goldstone is a financial advisor with Condor Capital Wealth Management. David has been working in the financial industry since 2010. David holds Series 7 and Series 66 licenses. David specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. David works with clients of all types, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. David has previously worked for First National Capital Markets and Waddell & Reed, Inc.
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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2
CO
11/08/2021 - Present
Condor Capital Wealth Management (Denver CO)
CO
09/30/2013 - 11/06/2014
FIRST NATIONAL CAPITAL MARKETS (BROOMFIELD CO)
CO
09/16/2010 - 10/12/2011
WADDELL & REED, INC. (BOULDER CO)
BOTH
Issued 11/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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