Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brendan Perkins is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. David has been in the financial services industry since May 18, 1992 and has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, investment companies, and charitable organizations. David holds a variety of licenses and certifications, including Series 7, Series 9, Series 10, Series 63, and Series 65. David is also a Certified Firearms Instructor and a Motorcycle Safety Foundation Rider Coach. David is licensed in 29 states, including Florida and Texas, where David is currently registered.
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
02/27/2019 - Present
Wells Fargo Clearing Services, LLC (OCALA FL)
FL
10/29/1992 - 05/31/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OCALA FL)
CO
04/20/1992 - 09/29/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 12/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1992
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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