Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kriesand is a financial professional with over 4 years of experience in the financial services industry. David holds the Series 7, Series 24, Series 99, and SIE licenses, and is currently registered with Charles Schwab & Co., Inc. in Phoenix, Arizona. David previously worked for TD Ameritrade, Inc. in Omaha, Nebraska. David's areas of expertise include financial planning, portfolio management, and investment advisory services.
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
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2
AZ
12/14/2019 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
NE
07/27/2021 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 02/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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