Unclaimed
David Scribner is a financial professional with over 35 years of experience in the industry. David currently works at Wells Fargo Clearing Services, LLC in St. Louis, Missouri. Previously, David has held positions at A. G. Edwards & Sons, Inc., Rowland, Simon & Co., and Newhard, Cook & Co. Incorporated. David is registered to provide securities services in Missouri and has a Series 7, Series 55, Series 57TO and Series 63 licenses.
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
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
11/09/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
04/08/1988 - 11/14/1988
ROWLAND, SIMON & CO.
NA
10/21/1987 - 02/09/1988
NEWHARD, COOK & CO. INCORPORATED
BC
Issued 10/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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