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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 Alexander McCallum is a financial advisor registered with Wells Fargo Clearing Services, LLC. David Alexander McCallum has been in the industry since 2003. David Alexander McCallum is licensed to sell securities in 27 states and the District of Columbia. David Alexander McCallum is also registered as an Investment Advisor Representative in South Carolina and Texas. David Alexander McCallum has worked for Wells Fargo Clearing Services, LLC since 2016. Prior to that, David Alexander McCallum was employed by Wachovia Securities, LLC and Harris Investor Services LLC.
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
SC
11/15/2019 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
MO
10/04/2005 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
11/05/1999 - 10/31/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
IA
Issued 10/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/07/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1999
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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