Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zuniga is a financial advisor with Charles Schwab & Co., Inc. with over 20 years of experience in the financial services industry. David has held various roles at USAA and has a broad range of expertise in financial planning. David has passed the Series 6, 7, 10, 24, 51, 63, and 65 exams and holds the Certified Financial Planner designation. David can provide a variety of services to clients, including financial planning, selection of other advisors, and asset-based fees for wrap programs.
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
TX
11/01/2021 - Present
Charles Schwab & CO., Inc. (Boerne TX)
TX
06/08/2020 - 07/10/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
03/30/2012 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/06/2010 - 04/05/2012
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/02/2004 - 12/15/2010
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
09/13/2007 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
07/18/1997 - 12/31/2003
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 10/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/30/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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