Unclaimed
David Jussila is a financial advisor with Charles Schwab & Co., Inc. David has been in the financial industry since March 6, 1993. Previously, David was an advisor with D.A. Davidson & CO., Northwestern Mutual Investment Services, LLC, Piper Jaffray & CO. and RBC DAIN RAUSCHER INC.. David holds multiple industry licenses including Series 66, 63, 9, 10, 57TO, SIE, 55 and 7.
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
12/02/2011 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
08/02/2010 - 10/20/2011
D.A. DAVIDSON & CO. (DENVER CO)
MN
03/26/2009 - 08/02/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
MN
04/10/2002 - 01/08/2009
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NY
03/02/1998 - 03/15/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
10/15/1992 - 03/02/1998
DAIN RAUSCHER INCORPORATED
BOTH
Issued 08/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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