Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Terrell is a financial advisor with City National Securities, Inc. David has been a financial advisor for over 25 years and has experience working with a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. David is registered with the Securities and Exchange Commission and holds Series 7, 24, 52TO, 53 and 65 licenses. David is committed to providing clients with personalized financial advice and services. Prior to joining City National Securities, David worked as a financial advisor at U.S. Bancorp Investments, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
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2
CA
04/18/2017 - Present
City National Securities, Inc. (LOS ANGELES CA)
NY
04/20/2022 - 06/20/2024
SYMPHONIC SECURITIES LLC (NEW YORK NY)
CA
08/17/2009 - 03/22/2017
U.S. BANCORP INVESTMENTS, INC. (CLAREMONT CA)
CA
05/02/2009 - 07/30/2009
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
CA
07/11/2001 - 05/02/2009
WAMU INVESTMENTS, INC. (LOS ANGELES CA)
CA
08/26/1997 - 07/10/2001
VMR CAPITAL MARKETS US (BEVERLY HILLS CA)
TX
07/22/1997 - 09/15/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/29/1996 - 05/08/1997
MURPHEY, MARSEILLES, SMITH & NAMMACK, INC. (NEW YORK NY)
CA
10/25/1995 - 09/07/1996
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
IA
Issued 07/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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