Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Watanabe is a financial professional with over 15 years of experience in the financial services industry. David is currently registered with Weild & Co. David is licensed to sell securities in Colorado and Washington. David has a Series 7, Series 63 and SIE licenses. David previously worked at Russell Financial Services, Inc. and Credit Suisse Securities (USA) LLC.
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.
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.
1
2
CO
07/07/2023 - Present
Weild & Co. (BOULDER CO)
WA
02/07/2008 - 04/01/2011
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
NY
11/17/2004 - 03/15/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 10/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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