Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Arquilla is a financial advisor with over 25 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC, and previously held registrations with UBS Financial Services Inc. and Citigroup Global Markets Inc. David has a strong track record of providing financial advice to a diverse range of clients, including individuals, families, businesses, and institutions.
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
IL
05/25/2018 - Present
Wells Fargo Clearing Services, LLC (OAK BROOK IL)
IL
01/16/2009 - 06/05/2018
UBS FINANCIAL SERVICES INC. (OAKBROOK IL)
IL
09/05/1997 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
IA
Issued 09/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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