Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Salinas is a financial advisor with over 17 years of experience in the financial services industry. David is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in multiple states, including South Carolina and Texas. David's previous experience includes positions with Kingswood Capital Partners, LLC, Benchmark Investments, LLC, Newbridge Securities Corporation, Spencer Trask Ventures, Inc., and NSM Securities, Inc. David specializes in providing financial planning, investment management, and portfolio management services to individuals and businesses.
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.
Investment consulting services to institutional clients
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.
1
2
SC
08/19/2024 - Present
Wells Fargo Clearing Services, LLC (GREENVILLE SC)
SC
04/11/2023 - 08/16/2024
KINGSWOOD CAPITAL PARTNERS, LLC (Greenville SC)
NY
02/25/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (NEW YORK NY)
NY
10/22/2013 - 02/22/2019
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
07/24/2012 - 10/10/2013
SPENCER TRASK VENTURES, INC. (NEW YORK NY)
FL
04/24/2007 - 05/24/2012
NSM SECURITIES, INC. (WEST PALM BEACH FL)
IA
Issued 02/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2007
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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