David, Financial Advisor in Spain
David, Financial Advisor in Spain
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Speaks
French
Spanish
English
Has office in
Barcelona
David is an International Financial Advisor and Registered Investment Advisor. He has been working in the international financial arena for the last two decades, bringing extensive expertise in delivering tailored wealth management solutions.
Committed to understanding his clients' needs, David works closely with expatriate communities to provide tax-efficient and comprehensive financial planning advice. He collaborates with well-known international providers to help clients achieve their financial goals, exemplifying a dedication to excellence in financial services.
Professional details
Regulatory Body
Chartered Institute for Securities & Investment.
Year Joined
2010.
Regulatory Body Website
University
University of Gloucestershire.
Matriculated: 2007.
Degree: Modern Languages
Additional Qualifications
Award in Financial Planning CII (UK) CISI (EU) & Series 65 (USA), .
Associations Memberships & Responsibilities
Chartered Institute for Securities & Investment, North American Securities Administrators Association (SEC CRD NÂș: 7790694) .
Send Your Enquiry
- Spain, Catalonia, Barcelona
- Spain, Balearic Islands, ses Illetes
- Spain, Castile and LeĂłn, Portillo
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