Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allegretto is a financial advisor with Wells Fargo Advisors Financial Network, LLC. David has been in the financial services industry since March 17, 1996. He is registered to provide investment advice in Florida, New Jersey, and Texas. David has experience working with a variety of clients, including individuals, families, businesses, and institutions. David is committed to providing his clients with personalized financial advice and guidance.
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.
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2
NJ
08/18/2014 - Present
Wells Fargo Advisors Financial Network, LLC (OCEAN CITY NJ)
NJ
11/05/2004 - 08/20/2014
MML INVESTORS SERVICES, LLC (OCEAN CITY NJ)
NY
03/18/1996 - 11/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/02/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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