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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 Amundson is an Investment Advisor Representative associated with Wells Fargo Advisors Financial Network, LLC, and is licensed to do business in 21 states. David has been in the industry since 1995, with past experience at Wells Fargo Clearing Services, LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated. David has a series 7 and series 31 license as well as the SIE exam. David's primary business affiliation is with Wells Fargo Advisors Financial Network, LLC, where he is a registered representative. David specializes in providing investment consulting services to institutional clients, financial planning, and pension consulting. David is also authorized to manage portfolios for businesses and individuals. David is licensed to provide services to insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
WA
03/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ISSAQUAH WA)
WA
09/19/2013 - 03/08/2024
WELLS FARGO CLEARING SERVICES, LLC (ISSAQUAH WA)
WA
06/01/2009 - 09/27/2013
MORGAN STANLEY (SEATTLE WA)
WA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SEATTLE WA)
WA
10/18/1995 - 04/02/2007
MORGAN STANLEY DW INC. (SEATTLE WA)
IA
Issued 10/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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