Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maigret is a financial advisor with over 20 years of experience in the industry. David is a registered representative of Kestra Private Wealth Services, LLC and holds a Series 7, Series 63 and Series 65. David has experience providing financial advice to a variety of clients, including individuals, families, corporations, and charitable organizations. David is committed to helping clients achieve their financial goals through a personalized approach.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
07/19/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
01/03/2011 - 07/25/2023
WELLS FARGO CLEARING SERVICES, LLC (REDWOOD CITY CA)
CA
05/30/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HALF MOON BAY CA)
NY
02/04/2000 - 06/06/2001
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/12/1999 - 08/26/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
10/01/1997 - 11/05/1997
NATIONSBANC MONTGOMERY SECURITIES, INC. (NEW YORK NY)
CA
10/09/1996 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 07/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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