Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Neeve is a financial advisor with over 15 years of experience in the financial services industry. David is a Certified Financial Planner® and holds the Series 66, Series 31, and Series 7 licenses. He is currently registered with ONE Wealth Advisors, LLC and is also an insurance agent with OWS Insurance, LLC. David has extensive experience providing financial planning, portfolio management and investment management for both individuals and businesses. David primarily serves high-net-worth individuals, charitable organizations and pension plans, and he specializes in areas such as asset allocation, retirement planning, investment management, and estate planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/17/2020 - Present
ONE Wealth Advisors, LLC (SAN FRANCISCO CA)
CA
03/06/2009 - 01/30/2020
UBS FINANCIAL SERVICES INC. (SAN FRANCISCO CA)
CA
04/02/2007 - 03/10/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
07/02/2002 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
BOTH
Issued 07/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Neeve is the right advisor for you? Invested Better is here to help.
