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David T. Bernstein

Charles Schwab & Co., Inc.

Financial Planner in Oklahoma City, OK

Address:
13710 N Pennsylvania Ave
Oklahoma City, OK 73134
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About David T. Bernstein

David Bernstein is a financial professional at Charles Schwab & Co., Inc. located in Oklahoma City, Oklahoma. David Bernstein holds an industry securities registration subject to FINRA oversight having passed securities examinations including S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

David Bernstein provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

David Bernstein
13710 N Pennsylvania Ave
Oklahoma City, OK 73134

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Website:

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