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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ninekirk is a financial advisor with Charles Schwab & CO., Inc. located in San Ramon, California. David has been in the industry since 1992. David's background includes various positions with leading financial institutions such as MFS FUND DISTRIBUTORS, INC., WM FINANCIAL SERVICES, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, ASB FINANCIAL SERVICES, and TRANSAMERICA FINANCIAL RESOURCES, INC. David has licenses in California and Texas, and holds the Series 63, 66, 7, 9, 10, and SIE securities licenses. David's professional designations include Certified Financial Planner. David also has a passion for community involvement, serving as a Finance Committee member for STAND For Families Free of Violence.
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
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (San Ramon CA)
MA
05/20/1999 - 12/01/1999
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CA
05/01/1998 - 05/04/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/18/1998 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
07/14/1997 - 03/16/1998
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/09/1993 - 07/14/1997
ASB FINANCIAL SERVICES (IRVINE CA)
CA
06/26/1992 - 03/18/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
BOTH
Issued 05/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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