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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McClanahan is a financial advisor with over 11 years of experience in the financial services industry. David is a registered representative with Wells Fargo Clearing Services, LLC, and provides a variety of financial services, including financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisors. David has a Series 6, 7, 63 and 65 license, and holds the Certified Financial Planner designation. Prior to joining Wells Fargo Clearing Services, LLC, David was a financial advisor at Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David is licensed in 30 states and serves a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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
10/11/2019 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
07/12/2013 - 03/10/2014
MORGAN STANLEY (ATLANTA GA)
GA
05/14/2013 - 06/10/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
02/13/2012 - 02/26/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
IA
Issued 08/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2012
Series 6 - Investment Company Products/Variable Contracts 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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