Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davin? Claim Your ProfileDavin Todd Schuler is a financial advisor registered with LPL Financial LLC. Davin has over 25 years of experience in the financial services industry. Davin is licensed to provide financial advice in New Mexico and Texas. Davin holds the Series 7, Series 31, Series 63 and Series 65 securities licenses. Davin also holds the SIE exam. In addition to being registered with LPL Financial LLC, Davin has also worked with Uvest Financial Services Group, Inc. and Morgan Stanley DW Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NM
10/24/2012 - Present
LPL Financial LLC (TAOS NM)
NC
07/12/2011 - 08/01/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NM
01/06/2005 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (TAOS NM)
NY
09/29/1997 - 01/04/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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