David Bernstein | VP - Financial Consultant
David Bernstein, MBA
VP - Financial Consultant
I can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.
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Schwab ranked by J.D. Power "Highest in Investor Satisfaction with Full Service Brokerage Firms, Three Years in a Row"

Financial Credentials

  • Master in Business Administration
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

  • VP - Financial Consultant, Charles Schwab, 2009-present
  • Financial Advisor, UBS Paine Webber, 2005-2009
  • Project Manager, Excel Telecommunications, 1996-2004

Education

  • MBA, University of Texas at Dallas - Carrollton, TX
  • BA, American Studies, Georgetown University - Washington DC
  • Bellarmine College Preparatory - San Jose, CA
  • United States Congressional Page School - Washington DC

Community & Professional Affiliations

  • President: Georgetown University Alumni Club of Oklahoma
  • Associate Board Member: Oklahoma City Philharmonic
  • Board Member: Red Bud Classic
  • Board Member: Edmond Running Club

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

There are eligibility requirements to work with a dedicated Financial Consultant.

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000.  Please read the prospectus carefully before investing.

Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.

Charles Schwab received the highest numerical score in the J.D. Power 2016-2018 Full Service Investor Satisfaction Study. 2018 study based on 4,419 total responses from 18 firms measuring opinions of investors who used full-service investment institutions, surveyed November-December 2017. Your experiences may vary. Visit jdpower.com

(0216-CMZL)

Branch Details
13710 N. Pennsylvania Ave,Suite #2
Oklahoma City,OK 73134-6030
405-775-1000