Unclaimed
David Pinheiro is a financial advisor with over 20 years of experience in the industry. David has a Series 6, 26, and 63 licenses and is registered to sell securities in Arizona, California, Tennessee, and Virginia. David is currently employed by Farmers Financial Solutions, LLC, a firm with a strong reputation in the industry.
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.
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.
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2
CA
02/02/2001 - Present
Farmers Financial Solutions, LLC (SAN JOSE CA)
BC
Issued 12/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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