Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pazourek is a financial advisor with Charles Schwab & CO., Inc., located in Beaverton, Oregon. David has been in the industry since 1994 and has a wide range of experience, providing financial planning, investment advice and portfolio management. David is a Certified Financial Planner™ and a Chartered Financial Consultant.
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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2
OR
01/02/2019 - Present
Charles Schwab & CO., Inc. (Beaverton OR)
CA
09/03/1998 - 04/09/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
09/03/1997 - 07/14/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
03/10/1994 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 03/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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