Unclaimed
David Souza is a financial advisor with Farmers Financial Solutions, LLC. David has been in the financial services industry since December 11, 2000. David has a Series 6 and Series 63 license as well as the Securities Industry Essentials (SIE) exam. David is registered in California. David can be found at Farmers Financial Solutions, LLC at 101 Serra Way in Milpitas, California.
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
12/11/2000 - Present
Farmers Financial Solutions, LLC (MILPITAS CA)
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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