Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Rea is a registered investment advisor representative with Wells Fargo Clearing Services, LLC, in Savannah, GA. David has been in the industry since 2012. David's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and UBS Financial Services Inc. David has passed the Series 66, Series 7 and SIE exams. David is licensed in Florida, Georgia, North Carolina and South Carolina. David is a licensed attorney and practices law in North Carolina. David has been licensed by the North Carolina State Bar since 2022. David is a financial planner and specializes in providing investment consulting services to institutional clients.
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
GA
05/23/2022 - Present
Wells Fargo Clearing Services, LLC (SAVANNAH GA)
GA
05/03/2018 - 05/20/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAVANNAH GA)
NC
05/07/2014 - 08/04/2016
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
09/05/2012 - 05/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
BOTH
Issued 10/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2012
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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