Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Timothy Hillesland is a financial advisor registered with Charles Schwab & Co., Inc. He has been in the industry since 1994 and currently holds registrations in multiple states, including California and Texas. David Hillesland has a wide range of experience in the financial industry, including serving as a registered representative and investment advisor representative. David Hillesland is a Series 7, 9, 10, 63, and 65 licensed advisor. David Hillesland is dedicated to providing comprehensive financial planning and investment advice to meet the unique needs of his clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Roseville CA)
CA
08/13/2008 - 11/17/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (FOLSOM CA)
CA
08/28/2002 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
TX
07/09/1994 - 05/03/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 04/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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