Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alonso is a financial professional with over 23 years of experience in the industry. David currently holds a registration with William O'Neil Securities and has previously been affiliated with firms such as WILLIAM BLAIR, BERENBERG CAPITAL MARKETS LLC, DEUTSCHE BANK SECURITIES INC., LEHMAN BROTHERS INC. and ROBERTSON STEPHENS, INC.. David is licensed to provide financial services in 51 states. David is also licensed to offer securities products and services through William O'Neil Securities.
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.
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.
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CA
10/13/2023 - Present
William O'Neil Securities (San Francisco CA)
CA
07/19/2021 - 02/10/2023
WILLIAM BLAIR (SAN FRANCISCO CA)
CA
07/16/2019 - 06/15/2021
BERENBERG CAPITAL MARKETS LLC (San Francisco CA)
CA
09/12/2016 - 07/17/2019
WILLIAM BLAIR (SAN FRANCISCO CA)
IL
04/29/2009 - 09/04/2015
WILLIAM BLAIR (CHICAGO IL)
CA
08/02/2007 - 12/31/2008
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
05/31/2002 - 08/01/2007
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
CA
04/05/2000 - 05/24/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
03/14/1996 - 05/15/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
CA
01/05/1995 - 02/29/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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