Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anderson is a financial advisor with over 40 years of experience in the industry. David is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since November 2021. Prior to that, David was with Truist Investment Services, Inc. and BB&T Securities, LLC. David has held a variety of roles throughout his career, including investment advisor representative, registered representative, and financial advisor. David specializes in portfolio management for individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
MD
11/17/2021 - Present
Wells Fargo Advisors Financial Network, LLC (HUNT VALLEY MD)
MD
02/17/2021 - 11/19/2021
TRUIST INVESTMENT SERVICES, INC. (HUNT VALLEY MD)
VA
01/17/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
MD
03/13/2009 - 02/06/2014
RBC CAPITAL MARKETS, LLC (HUNT VALLEY MD)
MD
10/12/1989 - 03/13/2009
FERRIS, BAKER WATTS, LLC (HUNT VALLEY MD)
NJ
01/31/1980 - 11/08/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
09/08/1989 - 10/02/1989
FERRIS, BAKER WATTS INCORPORATED
NA
06/01/1977 - 01/31/1980
BLYTH EASTMAN DILLON & CO. INCORPORATED
IA
Issued 02/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/1979
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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