Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nathaniel Gresham is a financial advisor who has been in the industry since 1999. David has experience working with Capital Client Group, Inc. and Edward Jones. David currently holds registrations with the state of Texas as both a broker and an investment advisor. David is registered in several states as a broker. David's primary focus is on providing investment advice and brokerage services to individuals.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
TX
10/16/2013 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
MO
10/12/1999 - 05/20/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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