David S. Alonso
Professional summary
David Sanchez Alonso is a registered financial professional currently at WILLIAM O'NEIL SECURITIES located in San Francisco, California.
David is registered as a RR (Registered Representative) and started their career in finance in 1995. David has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view David Sanchez Alonso's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2023 - Present
WILLIAM O'NEIL SECURITIES
Office #1: 111 Pine Street Suite 1620, San Francisco, CA 94111July 19, 2021 - February 10, 2023
WILLIAM BLAIR
July 16, 2019 - June 15, 2021
BERENBERG CAPITAL MARKETS LLC
September 12, 2016 - July 17, 2019
WILLIAM BLAIR
April 29, 2009 - September 4, 2015
WILLIAM BLAIR
August 2, 2007 - December 31, 2008
DEUTSCHE BANK SECURITIES INC.
May 31, 2002 - August 1, 2007
LEHMAN BROTHERS INC.
April 5, 2000 - May 24, 2002
ROBERTSON STEPHENS, INC.
March 14, 1996 - May 15, 1997
MONTGOMERY SECURITIES
January 5, 1995 - February 29, 1996
WELLS FARGO SECURITIES INC.
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
WILLIAM O'NEIL SECURITIES
CRD#: 894 / SEC#: , 8-11763
Contact information
FINRA licenses (51 States and Territories)
Documents
Disclosures
| Regulatory Event | 4 |
Red Flags
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