Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sprung is a financial advisor registered with Schwab Wealth Advisory, Inc. David has been in the financial services industry since 2022. David has a Series 66, Series 7TO and SIE licenses. David is currently registered with Schwab Wealth Advisory, Inc. in Arizona, Indiana and Texas. David is also a licensed Investment Advisor in Arizona, Indiana and Texas. David is experienced in working with 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CA
09/16/2022 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure David Sprung is the right advisor for you? Invested Better is here to help.
