Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Santos is a financial professional currently registered with Truist Investment Services, Inc.. David is a Series 7TO, Series 63, and SIE licensed individual holding an active registration in 53 states. David's professional experience includes prior registration with CHARLES SCHWAB & CO., INC..
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.
1
2
FL
05/08/2024 - Present
Truist Investment Services, Inc. (ORLANDO FL)
FL
08/26/2023 - 05/13/2024
CHARLES SCHWAB & CO., INC. (Orlando FL)
BC
Issued 09/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure David Santos is the right advisor for you? Invested Better is here to help.
