Unclaimed
David Alan Reynolds is a financial advisor with over 25 years of experience in the financial services industry. David is currently registered with Wesbanco Securities, Inc. and has a history of working with both individuals and high-net-worth clients. David specializes in financial planning, investment management, and the selection of other advisors. David's experience in the financial services industry spans multiple firms including BB&T Investment Services, Inc., PNC Investments, Quick & Reilly, Inc., and J.J.B. Hilliard, W.L. Lyons, Inc. David is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
KY
07/10/2024 - Present
Wesbanco Securities, Inc. (Sheperdsville KY)
KY
11/10/2005 - 07/18/2017
BB&T INVESTMENT SERVICES, INC. (LOUISVILLE KY)
PA
07/11/2005 - 11/16/2005
PNC INVESTMENTS (PITTSBURGH PA)
NC
10/13/2004 - 06/29/2005
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NY
02/04/2004 - 09/16/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
01/01/2004 - 02/05/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/05/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
OH
07/17/2000 - 07/24/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
01/04/1999 - 07/18/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
01/07/1998 - 07/18/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/17/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
03/07/1997 - 12/15/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 04/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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