Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bingham Clapp is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Wells Fargo Clearing Services, LLC and has held previous registrations with several other firms. David has been registered in multiple states, including Florida, New Jersey, and New York. David holds the Series 7, Series 63, and Series 65 licenses as well as the SIE license. David is also a Certified Financial Planner. David specializes in providing financial planning services to high-net-worth individuals, businesses, and charitable organizations. David can provide financial planning services, portfolio management, and investment consulting services. David is committed to providing personalized financial advice 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.
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.
1
2
FL
01/08/2004 - Present
Wells Fargo Clearing Services, LLC (Stuart FL)
NC
07/15/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
01/26/1994 - 07/10/1998
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NA
07/15/1992 - 01/24/1994
REICH & CO., INC.
NJ
01/26/1990 - 07/23/1992
DONALD & CO. SECURITIES INC. (TINTON FALLS NJ)
NA
07/18/1988 - 02/15/1990
J. T. MORAN & CO., INC.
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
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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