Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Barash is a financial advisor registered with Wells Fargo Clearing Services, LLC. David is a licensed advisor with over 7 years of experience in the financial industry. David has a Series 7, Series 63, and Series 65 license and has taken the SIE exam. In addition, David holds a Michigan Real Estate License and served as a Commissioner for the West Bloomfield Parks and Recreation Commission. David is also a current Chairman of the West Bloomfield Zoning Board of Appeals. Currently, David is working out of Wells Fargo Clearing Services, LLC's Farmington Hills, MI branch.
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
MI
07/13/2022 - Present
Wells Fargo Clearing Services, LLC (FARMINGTON HILLS MI)
MI
06/18/2015 - 06/06/2022
FIRST ALLIED SECURITIES, INC. (WEST BLOOMFIELD MI)
IA
Issued 10/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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