Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilson is a financial advisor with City National Rochdale. David specializes in a variety of financial products and services, including securities, investment advisory, and portfolio management. David has been in the industry since 2013. David holds a Series 63, Series 65, Series 7 and SIE licenses and has passed a number of product exams as well. David is also registered with the state of California.
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.
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.
Strategic management for diversified investment portfolios.
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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NY
08/04/2023 - Present
City National Rochdale (NEW YORK NY)
IA
Issued 08/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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