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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 Olnick is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Woodland Hills, CA. David has been in the industry since 2006 and has extensive experience working with clients across different asset classes, including high-net-worth individuals, corporations, and pension plans. David holds several licenses and certifications, including Series 7, 63, 65, 9, and 10. David is passionate about helping clients achieve their financial goals and providing personalized financial advice. David has a strong background in various areas of financial planning and wealth management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
08/30/2012 - Present
Raymond James Financial Services Advisors, Inc. (Woodland Hills CA)
CA
06/05/2009 - 04/17/2012
U.S. BANCORP INVESTMENTS, INC. (LOS ANGELES CA)
CA
01/01/2007 - 05/14/2009
BNY MELLON CAPITAL MARKETS, LLC (LOS ANGELES CA)
NA
04/22/1992 - 09/21/1992
EURO BROKERS MAXCOR INC.
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/08/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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