Unclaimed
David Schinasi is a financial advisor with Wells Fargo Securities, LLC. He is located in SAN FRANCISCO, CA and has been in the industry since 1995. David has a wide range of experience in the financial services industry, including investment banking and operations. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 24, 63, 79, and 99 licenses. He is also registered in 53 states and the District of Columbia.
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
CA
09/05/2007 - Present
Wells Fargo Securities, LLC (SAN FRANCISCO CA)
NY
10/25/2005 - 08/27/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/31/2000 - 08/16/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
01/03/1995 - 03/16/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/29/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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