Unclaimed
David Toshiro Hamasaki is a financial advisor with over 27 years of experience in the industry. David has been registered with Charles Schwab & CO., Inc. since June 15, 1995, and holds licenses for Series 7, 9, 10, 24 and 63 exams. David currently works out of the Lone Tree, Colorado branch office of Charles Schwab. David previously worked for Biltmore Securities, Inc., where he was registered from May 6, 1993 to June 18, 1993.
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
CO
06/15/1995 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
FL
05/06/1993 - 06/18/1993
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
BC
Issued 05/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/25/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/12/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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