Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Willsey is a financial advisor with Charles Schwab & Co., Inc. David is a Certified Financial Planner and has over 10 years of experience in the industry. David has a Series 66, Series 10, Series 9, SIE, and Series 7 license. David is registered with the state of California. David's expertise includes financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CA
01/23/2017 - Present
Charles Schwab & CO., Inc. (La Jolla CA)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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