Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Basinger is a financial advisor with Nations Financial Group, Inc., in Phoenix. David has over 20 years of experience in the financial services industry and holds the Series 7, 24, 63 and 66 licenses. David is also a Certified Financial Planner and has been an active member of the financial industry since 1999. David provides financial planning, portfolio management and investment advisory services to individuals, businesses, and retirement plans. David's clients appreciate his personalized approach and commitment to helping them achieve their financial goals. Prior to joining Nations Financial Group, Inc., David worked as a financial advisor at Wells Fargo Advisors Financial Network, LLC, where he served clients for 12 years.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
02/21/2023 - Present
Nations Financial Group, Inc. (Phoenix AZ)
AZ
05/23/2008 - 09/21/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PHOENIX AZ)
AZ
12/03/1999 - 05/28/2008
EDWARD JONES (TEMPE AZ)
BOTH
Issued 06/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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