Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mizrahi is a financial advisor at Kestra Private Wealth Services, LLC with over 40 years of experience in the financial industry. David's expertise includes a wide range of investment and insurance services, tailored to individuals and businesses. David provides wealth management and insurance services through First Point Financial Management, an independent outside RIA. David is licensed in California, Connecticut, Michigan, Minnesota, New York, Oregon, South Dakota, and Texas.
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
TX
07/27/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
05/19/2008 - 02/05/2014
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
10/03/2005 - 05/22/2008
BEAR, STEARNS & CO. INC. (LOS ANGELES CA)
MO
05/20/1999 - 09/30/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/23/1997 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/06/1990 - 06/05/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
10/15/1986 - 02/20/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/18/1985 - 10/27/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/14/1981 - 11/25/1985
E. F. HUTTON & COMPANY INC
NA
02/22/1980 - 11/18/1981
DEAN WITTER REYNOLDS INC.
IA
Issued 06/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1990
Series 3 - National Commodity Futures Examination
BC
Issued 02/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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