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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Boliver is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry since 1983. David has a wide range of experience, including working with individuals, families, and businesses. David holds the Series 7, Series 24, Series 63, and Series 65 licenses. David is also a Certified Financial Planner. David is committed to providing his clients with personalized financial advice and guidance. In addition to Wells Fargo Advisors Financial Network, LLC, David has previously worked for BANC OF AMERICA INVESTMENT SERVICES, INC., UBS FINANCIAL SERVICES INC., PRUDENTIAL SECURITIES INCORPORATED, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
1
2
NY
01/10/2011 - Present
Wells Fargo Advisors Financial Network, LLC (BOHEMIA NY)
NY
08/04/2006 - 04/21/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
05/26/2000 - 08/25/2006
UBS FINANCIAL SERVICES INC. (MITCHEL FIELD NY)
NY
04/20/1987 - 05/31/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/24/1983 - 04/27/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 11/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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