Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schachter is a financial professional with over 20 years of experience in the industry. David is currently registered with Weild & Co. and holds several licenses and certifications, including Series 7, Series 24, Series 63, and Series 79TO. David is a registered representative in California, Colorado, New Jersey, and New York.
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
08/30/2018 - Present
Weild & Co. (Mill Valley CA)
NV
08/12/2016 - 08/29/2018
FINANCIAL WEST GROUP (RENO NV)
NY
12/18/2015 - 09/06/2016
MERRIMAN CAPITAL, INC. (NEW YORK NY)
CA
04/28/1997 - 12/09/2015
FINANCIAL WEST GROUP (LOS ANGELES CA)
BC
Issued 06/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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