Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raphael Mesa is a financial advisor with GWN Securities Inc. based in Iselin, New Jersey. David Mesa has been in the industry since February 12, 2020. David Mesa is registered to provide securities advice in Florida, New Jersey, New York and Texas. David Mesa holds the Series 63, Series 6TO, and SIE licenses.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
NJ
10/12/2020 - Present
GWN Securities Inc. (ISELIN NJ)
NJ
02/13/2020 - 10/16/2020
MML INVESTORS SERVICES, LLC (Fairfield NJ)
BC
Issued 05/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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