Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilder is a financial advisor with over 20 years of experience in the financial industry. David has been with Tiaa-Cref Individual & Institutional Services, LLC since 2007. Prior to that, David worked for Wachovia Securities, LLC. David holds Series 7, 63, and 65 licenses. David's focus is on providing financial planning and portfolio management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
03/01/2007 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
NC
09/11/2000 - 02/13/2007
WACHOVIA SECURITIES, LLC (DURHAM NC)
IA
Issued 10/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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