Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Knause is a financial professional with over 10 years of experience in the industry. David is currently registered with Stephens and is licensed to provide financial advice in all 50 states. David has held previous positions at WELLS FARGO SECURITIES, LLC and VANGUARD MARKETING CORPORATION. David has a broad range of experience and expertise, including portfolio management, financial planning, and investment advisory services. David is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
05/22/2023 - Present
Stephens (CHARLOTTE NC)
NC
05/22/2014 - 05/24/2023
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NC
04/29/2013 - 05/22/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 05/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 04/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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