Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Arthur Cuellar is a financial advisor registered with Wells Fargo Clearing Services, LLC. David has over 30 years of experience in the financial services industry. David has held previous positions at Morgan Stanley, Citigroup Global Markets Inc. and UBS Financial Services Inc. David has a strong background in financial planning and investment management. David is also a Certified Financial Planner. David is committed to providing clients with personalized financial advice and guidance.
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
CA
11/13/2014 - Present
Wells Fargo Clearing Services, LLC (PALO ALTO CA)
CA
06/01/2009 - 11/19/2014
MORGAN STANLEY (SAN MATEO CA)
CA
09/07/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
CA
09/30/1994 - 09/19/2007
UBS FINANCIAL SERVICES INC. (SAN MATEO CA)
NY
02/07/1994 - 10/07/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/02/1990 - 02/15/1994
F.N. WOLF & CO., INC.
IA
Issued 07/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1990
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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