Unclaimed
David Mestemaker is a financial advisor with Charles Schwab & CO., Inc., located in Cincinnati, OH. David is registered as an Investment Advisor Representative in the state of Ohio and is licensed with FINRA. David has been in the financial industry since January 20, 2015.
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
1
2
OH
01/26/2022 - Present
Charles Schwab & CO., Inc. (Cincinnati OH)
OH
01/21/2015 - 07/29/2024
TD AMERITRADE, INC. (Cincinnati OH)
BOTH
Issued 02/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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