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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 Brock Whitson is a financial advisor currently registered with Western International Securities, Inc. David is a Registered Representative and Investment Adviser Representative and has been in the financial services industry for over 20 years. David's prior experience includes time at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. David has a wide range of experience, holding licenses in Alabama, Arizona, California, Montana and Texas. David's firm provides a variety of services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses. David is dedicated to providing clients with the knowledge and guidance they need to 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AL
09/23/2020 - Present
Western International Securities, Inc. (Saraland AL)
CA
06/27/2000 - 05/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAKERSFIELD CA)
NY
03/03/1999 - 04/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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